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1834 Investment Advisors’s Prosperity Bancshares PB Stock Holding History

1834 Investment Advisors’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,654
Closed -$594K – 243
2023
Q1 		$594K Buy
9,654
+5,579
+137% +$397K 0.07% 161
2022
Q4 		$296K Buy
+4,075
New +$294K 0.04% 157
2022
Q3 		– Sell
-32
Closed -$2K – 377
2022
Q2 		$2K Buy
+32
New +$2.2K ﹤0.01% 438

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

1834 Investment Advisors's PB Position: Q2 2023 in Review

1834 Investment Advisors sold out of Prosperity Bancshares (PB) in Q2 2023, closing a stake of 9,654 shares — an estimated $594K sold.

1834 Investment Advisors first reported a position in PB in Q2 2022 and held it in 3 quarters. The position peaked at $594K in Q1 2023. 307 funds tracked by Wall St. Rank hold PB as of Q2 2023.

  • 1834 Investment Advisors reported no remaining Prosperity Bancshares position as of Q2 2023 after selling out during the quarter.
  • 1834 Investment Advisors sold 9,654 Prosperity Bancshares shares in Q2 2023, an estimated $594K.
  • 1834 Investment Advisors first reported a position in Prosperity Bancshares in Q2 2022 and held it in 3 quarters.
  • 1834 Investment Advisors's Prosperity Bancshares position peaked at $594K in Q1 2023.
  • 307 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2023.

Based on 1834 Investment Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.