DA
PB icon

Denali Advisors’s Prosperity Bancshares PB Stock Holding History

Denali 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
2023
Q3 		– Sell
-46
Closed -$2.6K – 529
2023
Q2 		$2.6K Hold
46
– – ﹤0.01% 395
2023
Q1 		$2.83K Buy
46
+25
+119% +$1.78K ﹤0.01% 351
2022
Q4 		$1.53K Buy
+21
New +$1.52K ﹤0.01% 371
2020
Q1 		– Sell
-10,900
Closed -$784K – 354
2019
Q4 		$784K Hold
10,900
– – 0.11% 160
2019
Q3 		$770K Buy
+10,900
New +$733K 0.11% 167

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Denali Advisors's PB Position: Q3 2023 in Review

Denali Advisors sold out of Prosperity Bancshares (PB) in Q3 2023, closing a stake of 46 shares — an estimated $2.6K sold.

Denali Advisors first reported a position in PB in Q3 2019 and held it in 5 quarters. The position peaked at $784K in Q4 2019. 298 funds tracked by Wall St. Rank hold PB as of Q3 2023.

  • Denali Advisors reported no remaining Prosperity Bancshares position as of Q3 2023 after selling out during the quarter.
  • Denali Advisors sold 46 Prosperity Bancshares shares in Q3 2023, an estimated $2.6K.
  • Denali Advisors first reported a position in Prosperity Bancshares in Q3 2019 and held it in 5 quarters.
  • Denali Advisors's Prosperity Bancshares position peaked at $784K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2023.

Based on Denali Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.