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Harbor Investment Advisory’s Prosperity Bancshares PB Stock Holding History

Harbor Investment Advisory’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
Q3 		– Sell
-1
Closed -$61 – 1263
2024
Q2 		$61 Buy
+1
New +$62 ﹤0.01% 1283
2020
Q1 		– Sell
-3
Closed – – 1145
2019
Q4 		$0 Buy
+3
New +$212 ﹤0.01% 947

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Harbor Investment Advisory's PB Position: Q3 2024 in Review

Harbor Investment Advisory sold out of Prosperity Bancshares (PB) in Q3 2024, closing a stake of 1 share — an estimated $61 sold.

Harbor Investment Advisory first reported a position in PB in Q4 2019 and held it in 2 quarters. The position peaked at $61 in Q2 2024. 356 funds tracked by Wall St. Rank hold PB as of Q3 2024.

  • Harbor Investment Advisory reported no remaining Prosperity Bancshares position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 1 Prosperity Bancshares share in Q3 2024, an estimated $61.
  • Harbor Investment Advisory first reported a position in Prosperity Bancshares in Q4 2019 and held it in 2 quarters.
  • Harbor Investment Advisory's Prosperity Bancshares position peaked at $61 in Q2 2024.
  • 356 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.