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Prospera Financial Services’s Weis Markets WMK Stock Holding History

Prospera Financial Services’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-378
Closed -$27K – 2626
2022
Q1 		$27K Buy
+378
New +$25.1K ﹤0.01% 1626

Other funds holding WMK

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prospera Financial Services's WMK Position: Q2 2022 in Review

Prospera Financial Services sold out of Weis Markets (WMK) in Q2 2022, closing a stake of 378 shares — an estimated $27K sold.

Prospera Financial Services first reported a position in WMK in Q1 2022 and held it in 1 quarter. The position peaked at $27K in Q1 2022. 152 funds tracked by Wall St. Rank hold WMK as of Q2 2022.

  • Prospera Financial Services reported no remaining Weis Markets position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 378 Weis Markets shares in Q2 2022, an estimated $27K.
  • Prospera Financial Services first reported a position in Weis Markets in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Weis Markets position peaked at $27K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Weis Markets as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.