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Gradient Investments’s Prosperity Bancshares PB Stock Holding History

Gradient Investments’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
Q2 		– Sell
-8
Closed -$526 – 1451
2024
Q1 		$526 Hold
8
– – ﹤0.01% 1007
2023
Q4 		$542 Hold
8
– – ﹤0.01% 1576
2023
Q3 		$437 Buy
+8
New +$464 ﹤0.01% 1573
2019
Q4 		– Sell
-6
Closed – – 1192
2019
Q3 		$0 Buy
+6
New +$403 ﹤0.01% 1194

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gradient Investments's PB Position: Q2 2024 in Review

Gradient Investments sold out of Prosperity Bancshares (PB) in Q2 2024, closing a stake of 8 shares — an estimated $526 sold.

Gradient Investments first reported a position in PB in Q3 2019 and held it in 4 quarters. The position peaked at $542 in Q4 2023. 332 funds tracked by Wall St. Rank hold PB as of Q2 2024.

  • Gradient Investments reported no remaining Prosperity Bancshares position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 8 Prosperity Bancshares shares in Q2 2024, an estimated $526.
  • Gradient Investments first reported a position in Prosperity Bancshares in Q3 2019 and held it in 4 quarters.
  • Gradient Investments's Prosperity Bancshares position peaked at $542 in Q4 2023.
  • 332 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.