Financial Architects (New Jersey)’s Prosperity Bancshares PB Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-16	Closed	-$1K	–	884
2020 Q1	$1K	Hold	16	–	–	﹤0.01%	817
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	876
2019 Q3	$1K	Hold	16	–	–	﹤0.01%	959
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	1151
2019 Q1	$1K	Hold	16	–	–	﹤0.01%	1381
2018 Q4	$1K	Hold	16	–	–	﹤0.01%	1282
2018 Q3	$1K	Hold	16	–	–	﹤0.01%	1376
2018 Q2	$1K	Buy	+16	New	+$1.17K	﹤0.01%	1272
2016 Q4	–	Sell	-39	Closed	-$2K	–	1469
2016 Q3	$2K	Hold	39	–	–	﹤0.01%	1337
2016 Q2	$2K	Hold	39	–	–	﹤0.01%	1320
2016 Q1	$2K	Buy	+39	New	+$1.65K	﹤0.01%	1058

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s PB Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Prosperity Bancshares (PB) in Q2 2020, closing a stake of 16 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in PB in Q1 2016 and held it in 11 quarters. The position peaked at $2K in Q3 2016. 306 funds tracked by Wall St. Rank hold PB as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Prosperity Bancshares position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 16 Prosperity Bancshares shares in Q2 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Prosperity Bancshares in Q1 2016 and held it in 11 quarters.
Financial Architects (New Jersey)'s Prosperity Bancshares position peaked at $2K in Q3 2016.
306 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.