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Charter Oak Capital Management’s Prosperity Bancshares PB Stock Holding History

Charter Oak Capital 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
2021
Q2 		– Sell
-1
Closed – – 857
2021
Q1 		$0 Hold
1
– – ﹤0.01% 827
2020
Q4 		$0 Buy
+1
New +$61 ﹤0.01% 749

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CIP
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ACM
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Neuberger Berman Group
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Charter Oak Capital Management's PB Position: Q2 2021 in Review

Charter Oak Capital Management sold out of Prosperity Bancshares (PB) in Q2 2021, closing a stake of 1 share.

Charter Oak Capital Management first reported a position in PB in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 299 funds tracked by Wall St. Rank hold PB as of Q2 2021.

  • Charter Oak Capital Management reported no remaining Prosperity Bancshares position as of Q2 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 1 Prosperity Bancshares share in Q2 2021.
  • Charter Oak Capital Management first reported a position in Prosperity Bancshares in Q4 2020 and held it in 2 quarters.
  • Charter Oak Capital Management's Prosperity Bancshares position peaked at $0 in Q1 2021.
  • 299 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2021.

Based on Charter Oak Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.