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Evolution Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

Evolution Wealth 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
2019
Q4 		– Sell
-6
Closed – – 673
2019
Q3 		$0 Buy
+6
New +$403 ﹤0.01% 562

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ACM
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State Street
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FPP
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Wellington Management Group
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CIP
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evolution Wealth Advisors's PB Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of Prosperity Bancshares (PB) in Q4 2019, closing a stake of 6 shares.

Evolution Wealth Advisors first reported a position in PB in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 323 funds tracked by Wall St. Rank hold PB as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining Prosperity Bancshares position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 6 Prosperity Bancshares shares in Q4 2019.
  • Evolution Wealth Advisors first reported a position in Prosperity Bancshares in Q3 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's Prosperity Bancshares position peaked at $0 in Q3 2019.
  • 323 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.