Prosperity Capital Advisors’s Factset FDS Stock Holding History

Prosperity Capital Advisors’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-425	Closed	-$204K	–	353
2024 Q4	$204K	Buy	+425	New	+$202K	0.02%	330

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Prosperity Capital Advisors's FDS Position: Q1 2025 in Review

Prosperity Capital Advisors sold out of Factset (FDS) in Q1 2025, closing a stake of 425 shares — an estimated $204K sold.

Prosperity Capital Advisors first reported a position in FDS in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 826 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

Prosperity Capital Advisors reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 425 Factset shares in Q1 2025, an estimated $204K.
Prosperity Capital Advisors first reported a position in Factset in Q4 2024 and held it in 1 quarter.
Prosperity Capital Advisors's Factset position peaked at $204K in Q4 2024.
826 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Prosperity Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.