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Advisor Group’s Prosperity Bancshares PB Stock Holding History

Advisor Group’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
2019
Q4 		$193K Sell
2,685
-1,144
-30% -$80.8K ﹤0.01% 2422
2019
Q3 		$271K Buy
3,829
+288
+8% +$19.4K ﹤0.01% 2091
2019
Q2 		$234K Buy
3,541
+227
+7% +$15.7K ﹤0.01% 2185
2019
Q1 		$229K Buy
3,314
+45
+1% +$3.21K ﹤0.01% 2172
2018
Q4 		$204K Buy
3,269
+653
+25% +$43.1K ﹤0.01% 2073
2018
Q3 		$182K Buy
2,616
+1,578
+152% +$114K ﹤0.01% 2243
2018
Q2 		$71K Sell
1,038
-486
-32% -$35.4K ﹤0.01% 2803
2018
Q1 		$110K Buy
1,524
+667
+78% +$50K ﹤0.01% 2493
2017
Q4 		$60K Buy
857
+818
+2,097% +$54.7K ﹤0.01% 2945
2017
Q3 		$3K Sell
39
-230
-86% -$14.4K ﹤0.01% 4437
2017
Q2 		$17K Buy
269
+108
+67% +$7.12K ﹤0.01% 3601
2017
Q1 		$11K Buy
161
+66
+69% +$4.79K ﹤0.01% 3730
2016
Q4 		$7K Buy
95
+14
+17% +$875 ﹤0.01% 3789
2016
Q3 		$4K Buy
+81
New +$4.29K ﹤0.01% 3989

Other funds holding PB

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's PB Position: Q4 2019 in Review

Advisor Group reduced its Prosperity Bancshares (PB) stake by 30% in Q4 2019, selling an estimated $80.8K and leaving 2,685 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Advisor Group first reported a position in PB in Q3 2016 and has held it in 14 quarters since. The position peaked at $271K in Q3 2019. 323 funds tracked by Wall St. Rank hold PB as of Q4 2019.

  • Advisor Group held 2,685 shares of Prosperity Bancshares worth $193K as of Q4 2019.
  • Advisor Group sold 1,144 Prosperity Bancshares shares in Q4 2019, an estimated $80.8K.
  • Prosperity Bancshares made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2422 holding.
  • Advisor Group first reported a position in Prosperity Bancshares in Q3 2016 and has held it in 14 quarters since.
  • Advisor Group's Prosperity Bancshares position peaked at $271K in Q3 2019.
  • 323 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.