PWM
MGRM

Prosperity Wealth Management’s Monogram Orthopaedics MGRM Stock Holding History

Prosperity Wealth Management’s Portfolio MGRM Stock Details MGRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-34,400
Closed -$83.9K – 192
2024
Q1 		$83.9K Buy
+34,400
New +$101K 0.04% 150

Other funds holding MGRM

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prosperity Wealth Management's MGRM Position: Q2 2024 in Review

Prosperity Wealth Management sold out of Monogram Orthopaedics (MGRM) in Q2 2024, closing a stake of 34,400 shares — an estimated $83.9K sold.

Prosperity Wealth Management first reported a position in MGRM in Q1 2024 and held it in 1 quarter. The position peaked at $83.9K in Q1 2024. 26 funds tracked by Wall St. Rank hold MGRM as of Q2 2024.

  • Prosperity Wealth Management reported no remaining Monogram Orthopaedics position as of Q2 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 34,400 Monogram Orthopaedics shares in Q2 2024, an estimated $83.9K.
  • Prosperity Wealth Management first reported a position in Monogram Orthopaedics in Q1 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Monogram Orthopaedics position peaked at $83.9K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q2 2024.

Based on Prosperity Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.