KI
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Kapitalo Investimentos’s Prosperity Bancshares PB Stock Holding History

Kapitalo Investimentos’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
2023
Q3 		– Sell
-407
Closed -$23K – 657
2023
Q2 		$23K Buy
+407
New +$24.3K ﹤0.01% 446

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kapitalo Investimentos's PB Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Prosperity Bancshares (PB) in Q3 2023, closing a stake of 407 shares — an estimated $23K sold.

Kapitalo Investimentos first reported a position in PB in Q2 2023 and held it in 1 quarter. The position peaked at $23K in Q2 2023. 298 funds tracked by Wall St. Rank hold PB as of Q3 2023.

  • Kapitalo Investimentos reported no remaining Prosperity Bancshares position as of Q3 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 407 Prosperity Bancshares shares in Q3 2023, an estimated $23K.
  • Kapitalo Investimentos first reported a position in Prosperity Bancshares in Q2 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Prosperity Bancshares position peaked at $23K in Q2 2023.
  • 298 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.