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Arkadios Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-262
Closed -$18K – 1407
2021
Q3 		$18K Buy
262
+211
+414% +$14.6K ﹤0.01% 1258
2021
Q2 		$3K Hold
51
– – ﹤0.01% 1825
2021
Q1 		$3K Hold
51
– – ﹤0.01% 1474
2020
Q4 		$3K Hold
51
– – ﹤0.01% 1215
2020
Q3 		$2.85K Hold
51
– – ﹤0.01% 915
2020
Q2 		$2.75K Hold
51
– – ﹤0.01% 849
2020
Q1 		$2.46K Hold
51
– – ﹤0.01% 902
2019
Q4 		$3.77K Buy
+51
New +$3.6K ﹤0.01% 736

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arkadios Wealth Advisors's PB Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Prosperity Bancshares (PB) in Q4 2021, closing a stake of 262 shares — an estimated $18K sold.

Arkadios Wealth Advisors first reported a position in PB in Q4 2019 and held it in 8 quarters. The position peaked at $18K in Q3 2021. 302 funds tracked by Wall St. Rank hold PB as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Prosperity Bancshares position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 262 Prosperity Bancshares shares in Q4 2021, an estimated $18K.
  • Arkadios Wealth Advisors first reported a position in Prosperity Bancshares in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Prosperity Bancshares position peaked at $18K in Q3 2021.
  • 302 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.