PFS
WVVI icon

Prospera Financial Services’s Willamette Valley Vineyards WVVI Stock Holding History

Prospera Financial Services’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-500
Closed -$5K – 2633
2022
Q1 		$5K Buy
+500
New +$4.68K ﹤0.01% 2286

Other funds holding WVVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Prospera Financial Services sold out of Willamette Valley Vineyards (WVVI) in Q2 2022, closing a stake of 500 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in WVVI in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 34 funds tracked by Wall St. Rank hold WVVI as of Q2 2022.

  • Prospera Financial Services reported no remaining Willamette Valley Vineyards position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 500 Willamette Valley Vineyards shares in Q2 2022, an estimated $5K.
  • Prospera Financial Services first reported a position in Willamette Valley Vineyards in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Willamette Valley Vineyards position peaked at $5K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2022.

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