Key Financial Inc’s Prosperity Bancshares PB Stock Holding History

Key Financial Inc’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	-66	Closed	-$3.73K	–	1385
2023 Q2	$3.73K	Buy	+66	New	+$3.94K	﹤0.01%	1043

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Key Financial Inc's PB Position: Q3 2023 in Review

Key Financial Inc sold out of Prosperity Bancshares (PB) in Q3 2023, closing a stake of 66 shares — an estimated $3.73K sold.

Key Financial Inc first reported a position in PB in Q2 2023 and held it in 1 quarter. The position peaked at $3.73K in Q2 2023. 298 funds tracked by Wall St. Rank hold PB as of Q3 2023.

Key Financial Inc reported no remaining Prosperity Bancshares position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 66 Prosperity Bancshares shares in Q3 2023, an estimated $3.73K.
Key Financial Inc first reported a position in Prosperity Bancshares in Q2 2023 and held it in 1 quarter.
Key Financial Inc's Prosperity Bancshares position peaked at $3.73K in Q2 2023.
298 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.