Icon Wealth Partners’s Prosperity Bancshares PB Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-2,665	Closed	-$200K	–	351
2021 Q1	$200K	Buy	+2,665	New	+$195K	0.03%	324
2020 Q3	–	Sell	-4,941	Closed	-$293K	–	306
2020 Q2	$293K	Buy	+4,941	New	+$285K	0.07%	189
2019 Q2	–	Sell	-2,592	Closed	-$179K	–	594
2019 Q1	$179K	Buy	2,592 +17	+0.7%	+$1.21K	0.07%	163
2018 Q4	$160K	Buy	2,575 +13	+0.5%	+$858	0.08%	162
2018 Q3	$178K	Buy	2,562 +14	+0.5%	+$1.01K	0.07%	185
2018 Q2	$174K	Buy	2,548 +13	+0.5%	+$948	0.07%	174
2018 Q1	$185K	Buy	2,535 +12	+0.5%	+$900	0.1%	168
2017 Q4	$177K	Buy	+2,523	New	+$169K	0.09%	188

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Icon Wealth Partners's PB Position: Q2 2021 in Review

Icon Wealth Partners sold out of Prosperity Bancshares (PB) in Q2 2021, closing a stake of 2,665 shares — an estimated $200K sold.

Icon Wealth Partners first reported a position in PB in Q4 2017 and held it in 8 quarters. The position peaked at $293K in Q2 2020. 299 funds tracked by Wall St. Rank hold PB as of Q2 2021.

Icon Wealth Partners reported no remaining Prosperity Bancshares position as of Q2 2021 after selling out during the quarter.
Icon Wealth Partners sold 2,665 Prosperity Bancshares shares in Q2 2021, an estimated $200K.
Icon Wealth Partners first reported a position in Prosperity Bancshares in Q4 2017 and held it in 8 quarters.
Icon Wealth Partners's Prosperity Bancshares position peaked at $293K in Q2 2020.
299 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2021.

Based on Icon Wealth Partners's 13F filing for Q2 2021, filed 30 Jul 2021.