PFS
SOPA

Prospera Financial Services’s Society Pass SOPA Stock Holding History

Prospera Financial Services’s Portfolio SOPA Stock Details SOPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-730
Closed -$3.29K – 1136
2023
Q4 		$3.29K Buy
+730
New +$3.23K ﹤0.01% 1050

Other funds holding SOPA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Prospera Financial Services's SOPA Position: Q1 2024 in Review

Prospera Financial Services sold out of Society Pass (SOPA) in Q1 2024, closing a stake of 730 shares — an estimated $3.29K sold.

Prospera Financial Services first reported a position in SOPA in Q4 2023 and held it in 1 quarter. The position peaked at $3.29K in Q4 2023. 16 funds tracked by Wall St. Rank hold SOPA as of Q1 2024.

  • Prospera Financial Services reported no remaining Society Pass position as of Q1 2024 after selling out during the quarter.
  • Prospera Financial Services sold 730 Society Pass shares in Q1 2024, an estimated $3.29K.
  • Prospera Financial Services first reported a position in Society Pass in Q4 2023 and held it in 1 quarter.
  • Prospera Financial Services's Society Pass position peaked at $3.29K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Society Pass as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.