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Legacy Financial Advisors’s Prosperity Bancshares PB Stock Holding History

Legacy Financial 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
Q2 		– Sell
-10
Closed -$1K – 678
2019
Q1 		$1K Hold
10
– – ﹤0.01% 1000
2018
Q4 		$1K Hold
10
– – ﹤0.01% 926
2018
Q3 		$0 Hold
10
– – ﹤0.01% 935
2018
Q2 		$1K Hold
10
– – ﹤0.01% 885
2018
Q1 		$0 Hold
10
– – ﹤0.01% 880
2017
Q4 		$0 Buy
+10
New +$668 ﹤0.01% 847

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's PB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Prosperity Bancshares (PB) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in PB in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 288 funds tracked by Wall St. Rank hold PB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Prosperity Bancshares position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 10 Prosperity Bancshares shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Prosperity Bancshares in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Prosperity Bancshares position peaked at $1K in Q1 2019.
  • 288 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.