Glassman Wealth Services’s Prosperity Bancshares PB Stock Holding History

Glassman Wealth Services’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	-37	Closed	-$2.51K	–	1338
2023 Q4	$2.51K	Buy	37 +34	+1,133%	+$1.99K	﹤0.01%	1282
2023 Q3	$164	Hold	3	–	–	﹤0.01%	1922
2023 Q2	$169	Hold	3	–	–	﹤0.01%	1841
2023 Q1	$185	Hold	3	–	–	﹤0.01%	1816
2022 Q4	$218	Hold	3	–	–	﹤0.01%	1775
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1899
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1915
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1868
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1831
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1753
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1588
2021 Q1	$0	Hold	3	–	–	﹤0.01%	1573
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1479
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1455
2020 Q2	$0	Sell	3 -2	-40%	-$115	﹤0.01%	1453
2020 Q1	$0	Buy	5 +3	+150%	+$195	﹤0.01%	1448
2019 Q4	$0	Sell	2 -2	-50%	-$141	﹤0.01%	1403
2019 Q3	$0	Sell	4 -1	-20%	-$67	﹤0.01%	1296
2019 Q2	$0	Buy	5 +1	+25%	+$69	﹤0.01%	1292
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1164
2018 Q4	$0	Hold	4	–	–	﹤0.01%	928
2018 Q3	$0	Sell	4 -13	-76%	-$936	﹤0.01%	929
2018 Q2	$1K	Buy	17 +13	+325%	+$948	﹤0.01%	705
2018 Q1	$0	Hold	4	–	–	﹤0.01%	870
2017 Q4	$0	Buy	+4	New	+$267	﹤0.01%	761

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Glassman Wealth Services's PB Position: Q1 2024 in Review

Glassman Wealth Services sold out of Prosperity Bancshares (PB) in Q1 2024, closing a stake of 37 shares — an estimated $2.51K sold.

Glassman Wealth Services first reported a position in PB in Q4 2017 and held it in 25 quarters. The position peaked at $2.51K in Q4 2023. 320 funds tracked by Wall St. Rank hold PB as of Q1 2024.

Glassman Wealth Services reported no remaining Prosperity Bancshares position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 37 Prosperity Bancshares shares in Q1 2024, an estimated $2.51K.
Glassman Wealth Services first reported a position in Prosperity Bancshares in Q4 2017 and held it in 25 quarters.
Glassman Wealth Services's Prosperity Bancshares position peaked at $2.51K in Q4 2023.
320 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.