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Lenox Wealth Management’s Prosperity Bancshares PB Stock Holding History

Lenox 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
Q2 		– Sell
-2,397
Closed -$116K – 778
2020
Q1 		$116K Buy
2,397
+619
+35% +$40.3K 0.04% 179
2019
Q4 		$129K Buy
1,778
+188
+12% +$13.3K 0.04% 196
2019
Q3 		$112K Buy
1,590
+134
+9% +$9.01K 0.03% 195
2019
Q2 		$96K Buy
1,456
+61
+4% +$4.22K 0.03% 194
2019
Q1 		$97K Sell
1,395
-21
-1% -$1.5K 0.03% 182
2018
Q4 		$89K Buy
1,416
+22
+2% +$1.45K 0.03% 174
2018
Q3 		$97K Buy
1,394
+378
+37% +$27.2K 0.03% 198
2018
Q2 		$70K Buy
1,016
+278
+38% +$20.3K 0.02% 199
2018
Q1 		$53K Buy
738
+186
+34% +$13.9K 0.02% 203
2017
Q4 		$39K Sell
552
-323
-37% -$21.6K 0.01% 234
2017
Q3 		$57K Buy
+875
New +$54.8K 0.02% 206

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lenox Wealth Management's PB Position: Q2 2020 in Review

Lenox Wealth Management sold out of Prosperity Bancshares (PB) in Q2 2020, closing a stake of 2,397 shares — an estimated $116K sold.

Lenox Wealth Management first reported a position in PB in Q3 2017 and held it in 11 quarters. The position peaked at $129K in Q4 2019. 306 funds tracked by Wall St. Rank hold PB as of Q2 2020.

  • Lenox Wealth Management reported no remaining Prosperity Bancshares position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 2,397 Prosperity Bancshares shares in Q2 2020, an estimated $116K.
  • Lenox Wealth Management first reported a position in Prosperity Bancshares in Q3 2017 and held it in 11 quarters.
  • Lenox Wealth Management's Prosperity Bancshares position peaked at $129K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.