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Harvest Investment Services’s Prosperity Bancshares PB Stock Holding History

Harvest Investment 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
2021
Q3 		– Sell
-3,596
Closed -$258K – 312
2021
Q2 		$258K Buy
3,596
+56
+2% +$4.18K 0.11% 239
2021
Q1 		$265K Buy
3,540
+234
+7% +$17.1K 0.12% 212
2020
Q4 		$229K Buy
+3,306
New +$203K 0.12% 183

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

Harvest Investment Services's PB Position: Q3 2021 in Review

Harvest Investment Services sold out of Prosperity Bancshares (PB) in Q3 2021, closing a stake of 3,596 shares — an estimated $258K sold.

Harvest Investment Services first reported a position in PB in Q4 2020 and held it in 3 quarters. The position peaked at $265K in Q1 2021. 296 funds tracked by Wall St. Rank hold PB as of Q3 2021.

  • Harvest Investment Services reported no remaining Prosperity Bancshares position as of Q3 2021 after selling out during the quarter.
  • Harvest Investment Services sold 3,596 Prosperity Bancshares shares in Q3 2021, an estimated $258K.
  • Harvest Investment Services first reported a position in Prosperity Bancshares in Q4 2020 and held it in 3 quarters.
  • Harvest Investment Services's Prosperity Bancshares position peaked at $265K in Q1 2021.
  • 296 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2021.

Based on Harvest Investment Services's 13F filing for Q3 2021, filed 29 Oct 2021.