Concord Wealth Partners’s Prosperity Bancshares PB Stock Holding History

Concord Wealth 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
2023 Q4	–	Sell	-20	Closed	-$1.09K	–	961
2023 Q3	$1.09K	Hold	20	–	–	﹤0.01%	934
2023 Q2	$1.13K	Hold	20	–	–	﹤0.01%	938
2023 Q1	$1.23K	Hold	20	–	–	﹤0.01%	871
2022 Q4	$1.45K	Buy	+20	New	+$1.44K	﹤0.01%	1004
2022 Q3	–	Sell	-36	Closed	-$2K	–	834
2022 Q2	$2K	Buy	36 +2	+6%	+$137	﹤0.01%	1044
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	1123
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	1153
2021 Q3	$2K	Hold	34	–	–	﹤0.01%	773
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	908
2021 Q1	$3K	Buy	+34	New	+$2.49K	﹤0.01%	772

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Concord Wealth Partners's PB Position: Q4 2023 in Review

Concord Wealth Partners sold out of Prosperity Bancshares (PB) in Q4 2023, closing a stake of 20 shares — an estimated $1.09K sold.

Concord Wealth Partners first reported a position in PB in Q1 2021 and held it in 10 quarters. The position peaked at $3K in Q1 2021. 314 funds tracked by Wall St. Rank hold PB as of Q4 2023.

Concord Wealth Partners reported no remaining Prosperity Bancshares position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 20 Prosperity Bancshares shares in Q4 2023, an estimated $1.09K.
Concord Wealth Partners first reported a position in Prosperity Bancshares in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Prosperity Bancshares position peaked at $3K in Q1 2021.
314 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.