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Freedom Investment Management’s Prosperity Bancshares PB Stock Holding History

Freedom Investment 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
2021
Q2 		– Sell
-5,839
Closed -$437K – 903
2021
Q1 		$437K Sell
5,839
-402
-6% -$29.4K 0.03% 578
2020
Q4 		$433K Buy
6,241
+1,031
+20% +$63.2K 0.05% 376
2020
Q3 		$270K Sell
5,210
-20
-0.4% -$1.1K 0.03% 433
2020
Q2 		$311K Sell
5,230
-529
-9% -$30.5K 0.03% 392
2020
Q1 		$417K Buy
5,759
+539
+10% +$35.1K 0.04% 391
2019
Q4 		$375K Sell
5,220
-402
-7% -$28.4K 0.03% 419
2019
Q3 		$397K Buy
5,622
+274
+5% +$18.4K 0.03% 417
2019
Q2 		$353K Buy
+5,348
New +$370K 0.03% 464
2018
Q4 		– Sell
-2,819
Closed -$212K – 867
2018
Q3 		$212K Buy
+2,819
New +$203K 0.01% 826
2018
Q2 		– Sell
-4,799
Closed -$349K – 1082
2018
Q1 		$349K Sell
4,799
-87
-2% -$6.52K 0.02% 825
2017
Q4 		$342K Buy
4,886
+148
+3% +$9.89K 0.02% 831
2017
Q3 		$311K Sell
4,738
-383
-7% -$24K 0.02% 835
2017
Q2 		$329K Buy
5,121
+701
+16% +$46.2K 0.02% 746
2017
Q1 		$308K Buy
4,420
+1,244
+39% +$90.3K 0.02% 755
2016
Q4 		$228K Buy
+3,176
New +$199K 0.01% 822

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Freedom Investment Management's PB Position: Q2 2021 in Review

Freedom Investment Management sold out of Prosperity Bancshares (PB) in Q2 2021, closing a stake of 5,839 shares — an estimated $437K sold.

Freedom Investment Management first reported a position in PB in Q4 2016 and held it in 15 quarters. The position peaked at $437K in Q1 2021. 299 funds tracked by Wall St. Rank hold PB as of Q2 2021.

  • Freedom Investment Management reported no remaining Prosperity Bancshares position as of Q2 2021 after selling out during the quarter.
  • Freedom Investment Management sold 5,839 Prosperity Bancshares shares in Q2 2021, an estimated $437K.
  • Freedom Investment Management first reported a position in Prosperity Bancshares in Q4 2016 and held it in 15 quarters.
  • Freedom Investment Management's Prosperity Bancshares position peaked at $437K in Q1 2021.
  • 299 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2021.

Based on Freedom Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.