AWM
PB icon

Aevitas Wealth Management’s Prosperity Bancshares PB Stock Holding History

Aevitas Wealth Management’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
Q2 		– Sell
-507
Closed -$35K – 262
2019
Q1 		$35K Buy
507
+3
+0.6% +$214 0.03% 210
2018
Q4 		$31K Buy
504
+3
+0.6% +$198 0.03% 213
2018
Q3 		$35K Buy
501
+2
+0.4% +$144 0.03% 230
2018
Q2 		$34K Buy
499
+3
+0.6% +$219 0.03% 229
2018
Q1 		$36K Buy
496
+2
+0.4% +$150 0.04% 205
2017
Q4 		$35K Buy
+494
New +$33K 0.03% 208

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aevitas Wealth Management's PB Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Prosperity Bancshares (PB) in Q2 2019, closing a stake of 507 shares — an estimated $35K sold.

Aevitas Wealth Management first reported a position in PB in Q4 2017 and held it in 6 quarters. The position peaked at $36K in Q1 2018. 288 funds tracked by Wall St. Rank hold PB as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Prosperity Bancshares position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 507 Prosperity Bancshares shares in Q2 2019, an estimated $35K.
  • Aevitas Wealth Management first reported a position in Prosperity Bancshares in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Prosperity Bancshares position peaked at $36K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.