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Prospera Financial Services’s Stagwell STGW Stock Holding History

Prospera Financial Services’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,800
Closed -$42K – 1495
2022
Q2 		$42K Hold
7,800
– – ﹤0.01% 1070
2022
Q1 		$56K Buy
+7,800
New +$58.5K ﹤0.01% 1328

Other funds holding STGW

SG
Stagwell Group Miami Beach, Florida $913K AUM 49.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 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 STGW Position: Q3 2022 in Review

Prospera Financial Services sold out of Stagwell (STGW) in Q3 2022, closing a stake of 7,800 shares — an estimated $42K sold.

Prospera Financial Services first reported a position in STGW in Q1 2022 and held it in 2 quarters. The position peaked at $56K in Q1 2022. 105 funds tracked by Wall St. Rank hold STGW as of Q3 2022.

  • Prospera Financial Services reported no remaining Stagwell position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 7,800 Stagwell shares in Q3 2022, an estimated $42K.
  • Prospera Financial Services first reported a position in Stagwell in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Stagwell position peaked at $56K in Q1 2022.
  • 105 funds tracked by Wall St. Rank held Stagwell as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.