Janiczek Wealth Management’s Prosperity Bancshares PB Stock Holding History

Janiczek 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
2024 Q2	$3.36K	Hold	55	–	–	﹤0.01%	787
2024 Q1	$3.62K	Hold	55	–	–	﹤0.01%	794
2023 Q4	$3.73K	Hold	55	–	–	﹤0.01%	783
2023 Q3	$3K	Buy	+55	New	+$3.19K	﹤0.01%	781
2023 Q2	–	Sell	-7	Closed	-$418	–	1007
2023 Q1	$418	Sell	7 -17	-71%	-$1.21K	﹤0.01%	918
2022 Q4	$1.8K	Buy	24 +5	+26%	+$361	﹤0.01%	787
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	861
2022 Q2	$1K	Sell	19 -28	-60%	-$1.92K	﹤0.01%	895
2022 Q1	$3K	Sell	47 -39	-45%	-$2.88K	﹤0.01%	738
2021 Q4	$6K	Buy	86 +28	+48%	+$2.07K	﹤0.01%	681
2021 Q3	$4K	Buy	58 +23	+66%	+$1.59K	﹤0.01%	731
2021 Q2	$3K	Buy	+35	New	+$2.62K	﹤0.01%	724

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Janiczek Wealth Management's PB Position: Q2 2024 in Review

Janiczek Wealth Management held its Prosperity Bancshares (PB) position steady in Q2 2024 at 55 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Janiczek Wealth Management first reported a position in PB in Q2 2021 and has held it in 12 quarters since. The position peaked at $6K in Q4 2021. 332 funds tracked by Wall St. Rank hold PB as of Q2 2024.

Janiczek Wealth Management held 55 shares of Prosperity Bancshares worth $3.36K as of Q2 2024.
Janiczek Wealth Management left its Prosperity Bancshares share count unchanged in Q2 2024.
Prosperity Bancshares made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #787 holding.
Janiczek Wealth Management first reported a position in Prosperity Bancshares in Q2 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's Prosperity Bancshares position peaked at $6K in Q4 2021.
332 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.