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Lake Point Wealth Management’s Prosperity Bancshares PB Stock Holding History

Lake Point 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
2020
Q1 		$43K Hold
900
– – 0.04% 48
2019
Q4 		$65K Buy
+900
New +$63.6K 0.02% 99
2019
Q2 		$59K Hold
900
– – 0.02% 115
2019
Q1 		$59K Hold
900
– – 0.02% 115
2018
Q4 		$56K Buy
+900
New +$59.4K 0.02% 245

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lake Point Wealth Management's PB Position: Q1 2020 in Review

Lake Point Wealth Management held its Prosperity Bancshares (PB) position steady in Q1 2020 at 900 shares worth $43K. The position accounts for 0.04% of the portfolio, ranked #48.

Lake Point Wealth Management first reported a position in PB in Q4 2018 and has held it in 5 quarters since. The position peaked at $65K in Q4 2019. 289 funds tracked by Wall St. Rank hold PB as of Q1 2020.

  • Lake Point Wealth Management held 900 shares of Prosperity Bancshares worth $43K as of Q1 2020.
  • Lake Point Wealth Management left its Prosperity Bancshares share count unchanged in Q1 2020.
  • Prosperity Bancshares made up 0.04% of Lake Point Wealth Management's portfolio in Q1 2020, its #48 holding.
  • Lake Point Wealth Management first reported a position in Prosperity Bancshares in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Prosperity Bancshares position peaked at $65K in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.