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ICA Group Wealth Management’s Prosperity Bancshares PB Stock Holding History

ICA Group Wealth 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
2022
Q4 		– Sell
-3,257
Closed -$217K – 1332
2022
Q3 		$217K Buy
+3,257
New +$233K 0.05% 324

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ICA Group Wealth Management's PB Position: Q4 2022 in Review

ICA Group Wealth Management sold out of Prosperity Bancshares (PB) in Q4 2022, closing a stake of 3,257 shares — an estimated $217K sold.

ICA Group Wealth Management first reported a position in PB in Q3 2022 and held it in 1 quarter. The position peaked at $217K in Q3 2022. 318 funds tracked by Wall St. Rank hold PB as of Q4 2022.

  • ICA Group Wealth Management reported no remaining Prosperity Bancshares position as of Q4 2022 after selling out during the quarter.
  • ICA Group Wealth Management sold 3,257 Prosperity Bancshares shares in Q4 2022, an estimated $217K.
  • ICA Group Wealth Management first reported a position in Prosperity Bancshares in Q3 2022 and held it in 1 quarter.
  • ICA Group Wealth Management's Prosperity Bancshares position peaked at $217K in Q3 2022.
  • 318 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2022.

Based on ICA Group Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.