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Avantax Planning Partners’s Prosperity Bancshares PB Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-86
Closed -$6K – 1102
2018
Q1 		$6K Buy
+86
New +$6.45K ﹤0.01% 1276

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's PB Position: Q2 2018 in Review

Avantax Planning Partners sold out of Prosperity Bancshares (PB) in Q2 2018, closing a stake of 86 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in PB in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 255 funds tracked by Wall St. Rank hold PB as of Q2 2018.

  • Avantax Planning Partners reported no remaining Prosperity Bancshares position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 86 Prosperity Bancshares shares in Q2 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Prosperity Bancshares in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Prosperity Bancshares position peaked at $6K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.