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Focused Wealth Management’s Prosperity Bancshares PB Stock Holding History

Focused Wealth Management’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
2024
Q1 		– Sell
-600
Closed -$40.6K – 720
2023
Q4 		$40.6K Buy
+600
New +$35.1K 0.01% 332

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Focused Wealth Management's PB Position: Q1 2024 in Review

Focused Wealth Management sold out of Prosperity Bancshares (PB) in Q1 2024, closing a stake of 600 shares — an estimated $40.6K sold.

Focused Wealth Management first reported a position in PB in Q4 2023 and held it in 1 quarter. The position peaked at $40.6K in Q4 2023. 320 funds tracked by Wall St. Rank hold PB as of Q1 2024.

  • Focused Wealth Management reported no remaining Prosperity Bancshares position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 600 Prosperity Bancshares shares in Q1 2024, an estimated $40.6K.
  • Focused Wealth Management first reported a position in Prosperity Bancshares in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Prosperity Bancshares position peaked at $40.6K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.