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BerganKDV Wealth Management’s Prosperity Bancshares PB Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-21
Closed -$1K – 1002
2020
Q3 		$1K Sell
21
-28
-57% -$1.53K ﹤0.01% 845
2020
Q2 		$3K Hold
49
– – ﹤0.01% 706
2020
Q1 		$2K Buy
49
+21
+75% +$1.37K ﹤0.01% 747
2019
Q4 		$2K Buy
+28
New +$1.98K ﹤0.01% 788

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BerganKDV Wealth Management's PB Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Prosperity Bancshares (PB) in Q4 2020, closing a stake of 21 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in PB in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 303 funds tracked by Wall St. Rank hold PB as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Prosperity Bancshares position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 21 Prosperity Bancshares shares in Q4 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Prosperity Bancshares in Q4 2019 and held it in 4 quarters.
  • BerganKDV Wealth Management's Prosperity Bancshares position peaked at $3K in Q2 2020.
  • 303 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.