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Institute for Wealth Management’s Prosperity Bancshares PB Stock Holding History

Institute for 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
Q3 		– Sell
-5,975
Closed -$408K – 505
2022
Q2 		$408K Hold
5,975
– – 0.08% 317
2022
Q1 		$415K Buy
+5,975
New +$440K 0.07% 330

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institute for Wealth Management's PB Position: Q3 2022 in Review

Institute for Wealth Management sold out of Prosperity Bancshares (PB) in Q3 2022, closing a stake of 5,975 shares — an estimated $408K sold.

Institute for Wealth Management first reported a position in PB in Q1 2022 and held it in 2 quarters. The position peaked at $415K in Q1 2022. 318 funds tracked by Wall St. Rank hold PB as of Q3 2022.

  • Institute for Wealth Management reported no remaining Prosperity Bancshares position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 5,975 Prosperity Bancshares shares in Q3 2022, an estimated $408K.
  • Institute for Wealth Management first reported a position in Prosperity Bancshares in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Prosperity Bancshares position peaked at $415K in Q1 2022.
  • 318 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.