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Atlas Private Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

Atlas Private 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
Q2 		– Sell
-11
Closed -$1K – 889
2021
Q1 		$1K Buy
+11
New +$804 ﹤0.01% 828

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Atlas Private Wealth Advisors's PB Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Prosperity Bancshares (PB) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in PB in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 299 funds tracked by Wall St. Rank hold PB as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Prosperity Bancshares position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 11 Prosperity Bancshares shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Prosperity Bancshares in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Prosperity Bancshares position peaked at $1K in Q1 2021.
  • 299 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.