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JOYN Advisors’s Prosperity Bancshares PB Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-339
Closed -$21K – 1019
2018
Q4 		$21K Buy
339
+196
+137% +$12.9K ﹤0.01% 646
2018
Q3 		$10K Buy
143
+74
+107% +$5.33K ﹤0.01% 960
2018
Q2 		$5K Buy
69
+19
+38% +$1.39K ﹤0.01% 1143
2018
Q1 		$4K Buy
+50
New +$3.75K ﹤0.01% 917

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JOYN Advisors's PB Position: Q1 2019 in Review

JOYN Advisors sold out of Prosperity Bancshares (PB) in Q1 2019, closing a stake of 339 shares — an estimated $21K sold.

JOYN Advisors first reported a position in PB in Q1 2018 and held it in 4 quarters. The position peaked at $21K in Q4 2018. 276 funds tracked by Wall St. Rank hold PB as of Q1 2019.

  • JOYN Advisors reported no remaining Prosperity Bancshares position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 339 Prosperity Bancshares shares in Q1 2019, an estimated $21K.
  • JOYN Advisors first reported a position in Prosperity Bancshares in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Prosperity Bancshares position peaked at $21K in Q4 2018.
  • 276 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.