Leith Wheeler Investment Counsel’s Prosperity Bancshares PB Stock Holding History

Leith Wheeler Investment Counsel’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
2022 Q2	–	Sell	-89,476	Closed	-$6.21M	–	57
2022 Q1	$6.21M	Sell	89,476 -6,300	-7%	-$464K	0.93%	25
2021 Q4	$6.92M	Buy	95,776 +1,000	+1%	+$74K	0.98%	24
2021 Q3	$6.74M	Buy	94,776 +1,100	+1%	+$76.1K	1%	25
2021 Q2	$6.73M	Buy	93,676 +4,900	+6%	+$366K	1.02%	24
2021 Q1	$6.65M	Buy	88,776 +4,070	+5%	+$298K	1.09%	24
2020 Q4	$7.48M	Buy	84,706 +1,490	+2%	+$91.4K	1.05%	24
2020 Q3	$4.31M	Buy	83,216 +21,915	+36%	+$1.2M	0.9%	26
2020 Q2	$3.64M	Buy	61,301 +23,681	+63%	+$1.37M	0.89%	25
2020 Q1	$1.81M	Buy	+37,620	New	+$2.45M	0.55%	25

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Leith Wheeler Investment Counsel's PB Position: Q2 2022 in Review

Leith Wheeler Investment Counsel sold out of Prosperity Bancshares (PB) in Q2 2022, closing a stake of 89,476 shares — an estimated $6.21M sold.

Leith Wheeler Investment Counsel first reported a position in PB in Q1 2020 and held it in 9 quarters. The position peaked at $7.48M in Q4 2020. 307 funds tracked by Wall St. Rank hold PB as of Q2 2022.

Leith Wheeler Investment Counsel reported no remaining Prosperity Bancshares position as of Q2 2022 after selling out during the quarter.
Leith Wheeler Investment Counsel sold 89,476 Prosperity Bancshares shares in Q2 2022, an estimated $6.21M.
Leith Wheeler Investment Counsel first reported a position in Prosperity Bancshares in Q1 2020 and held it in 9 quarters.
Leith Wheeler Investment Counsel's Prosperity Bancshares position peaked at $7.48M in Q4 2020.
307 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2022.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2022, filed 14 Jul 2022.