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CSat Investment Advisory’s Prosperity Bancshares PB Stock Holding History

CSat Investment Advisory’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
-338
Closed -$18K – 832
2020
Q3 		$18K Buy
338
+42
+14% +$2.3K ﹤0.01% 899
2020
Q2 		$18K Buy
296
+94
+47% +$5.42K ﹤0.01% 867
2020
Q1 		$10K Buy
202
+29
+17% +$1.89K ﹤0.01% 919
2019
Q4 		$12K Buy
173
+30
+21% +$2.12K ﹤0.01% 943
2019
Q3 		$10K Buy
143
+20
+16% +$1.34K ﹤0.01% 930
2019
Q2 		$8K Buy
+123
New +$8.51K ﹤0.01% 961

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 $315B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CSat Investment Advisory's PB Position: Q4 2020 in Review

CSat Investment Advisory sold out of Prosperity Bancshares (PB) in Q4 2020, closing a stake of 338 shares — an estimated $18K sold.

CSat Investment Advisory first reported a position in PB in Q2 2019 and held it in 6 quarters. The position peaked at $18K in Q3 2020. 303 funds tracked by Wall St. Rank hold PB as of Q4 2020.

  • CSat Investment Advisory reported no remaining Prosperity Bancshares position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 338 Prosperity Bancshares shares in Q4 2020, an estimated $18K.
  • CSat Investment Advisory first reported a position in Prosperity Bancshares in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Prosperity Bancshares position peaked at $18K in Q3 2020.
  • 303 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.