Prospera Financial Services’s Ubiquiti UI Stock Holding History

Prospera Financial Services’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-20	Closed	-$5K	–	1547
2022 Q2	$5K	Buy	20 +5	+33%	+$1.33K	﹤0.01%	1464
2022 Q1	$4K	Buy	+15	New	+$4.05K	﹤0.01%	2350

Other funds holding UI

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prospera Financial Services's UI Position: Q3 2022 in Review

Prospera Financial Services sold out of Ubiquiti (UI) in Q3 2022, closing a stake of 20 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in UI in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 213 funds tracked by Wall St. Rank hold UI as of Q3 2022.

Prospera Financial Services reported no remaining Ubiquiti position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 20 Ubiquiti shares in Q3 2022, an estimated $5K.
Prospera Financial Services first reported a position in Ubiquiti in Q1 2022 and held it in 2 quarters.
Prospera Financial Services's Ubiquiti position peaked at $5K in Q2 2022.
213 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2022.

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