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Berman Capital Advisors’s Prosperity Bancshares PB Stock Holding History

Berman Capital 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
2020
Q3 		– Sell
-40
Closed -$2K – 1729
2020
Q2 		$2K Sell
40
-25
-38% -$1.44K ﹤0.01% 1304
2020
Q1 		$3K Buy
65
+60
+1,200% +$3.9K ﹤0.01% 1056
2019
Q4 		$0 Buy
+5
New +$353 ﹤0.01% 1522

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Berman Capital Advisors's PB Position: Q3 2020 in Review

Berman Capital Advisors sold out of Prosperity Bancshares (PB) in Q3 2020, closing a stake of 40 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in PB in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 303 funds tracked by Wall St. Rank hold PB as of Q3 2020.

  • Berman Capital Advisors reported no remaining Prosperity Bancshares position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 40 Prosperity Bancshares shares in Q3 2020, an estimated $2K.
  • Berman Capital Advisors first reported a position in Prosperity Bancshares in Q4 2019 and held it in 3 quarters.
  • Berman Capital Advisors's Prosperity Bancshares position peaked at $3K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.