FTDI
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First Trust Direct Indexing’s Prosperity Bancshares PB Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-66
Closed -$5K – 813
2020
Q4 		$5K Buy
+66
New +$4.05K ﹤0.01% 1024

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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 $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

First Trust Direct Indexing's PB Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Prosperity Bancshares (PB) in Q1 2021, closing a stake of 66 shares — an estimated $5K sold.

First Trust Direct Indexing first reported a position in PB in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 330 funds tracked by Wall St. Rank hold PB as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Prosperity Bancshares position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 66 Prosperity Bancshares shares in Q1 2021, an estimated $5K.
  • First Trust Direct Indexing first reported a position in Prosperity Bancshares in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Prosperity Bancshares position peaked at $5K in Q4 2020.
  • 330 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.