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Prospera Financial Services’s Steris STE Stock Holding History

Prospera Financial Services’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,569
Closed -$427K – 951
2022
Q3 		$427K Buy
2,569
+1,609
+168% +$327K 0.02% 563
2022
Q2 		$200K Sell
960
-42
-4% -$9.47K 0.01% 739
2022
Q1 		$239K Buy
1,002
+7
+0.7% +$1.62K 0.01% 821
2021
Q4 		$242K Buy
+995
New +$227K 0.01% 774
2021
Q3 		– Sell
-1,050
Closed -$217K – 850
2021
Q2 		$217K Buy
+1,050
New +$211K 0.01% 745
2020
Q4 		– Sell
-761
Closed -$130K – 1453
2020
Q3 		$130K Buy
+761
New +$122K 0.05% 342

Other funds holding STE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's STE Position: Q4 2022 in Review

Prospera Financial Services sold out of Steris (STE) in Q4 2022, closing a stake of 2,569 shares — an estimated $427K sold.

Prospera Financial Services first reported a position in STE in Q3 2020 and held it in 6 quarters. The position peaked at $427K in Q3 2022. 648 funds tracked by Wall St. Rank hold STE as of Q4 2022.

  • Prospera Financial Services reported no remaining Steris position as of Q4 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,569 Steris shares in Q4 2022, an estimated $427K.
  • Prospera Financial Services first reported a position in Steris in Q3 2020 and held it in 6 quarters.
  • Prospera Financial Services's Steris position peaked at $427K in Q3 2022.
  • 648 funds tracked by Wall St. Rank held Steris as of Q4 2022.

Based on Prospera Financial Services's 13F filing for Q4 2022, filed 8 Feb 2023.