Liberty Wealth Management’s Prosperity Bancshares PB Stock Holding History

Liberty 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
2021 Q4	–	Sell	-168	Closed	-$12K	–	824
2021 Q3	$12K	Buy	168 +49	+41%	+$3.39K	﹤0.01%	790
2021 Q2	$9K	Buy	119 +1	+0.8%	+$75	﹤0.01%	683
2021 Q1	$8K	Hold	118	–	–	﹤0.01%	641
2020 Q4	$8K	Hold	118	–	–	﹤0.01%	635
2020 Q3	$6K	Buy	118 +18	+18%	+$986	﹤0.01%	603
2020 Q2	$6K	Buy	100 +63	+170%	+$3.63K	﹤0.01%	582
2020 Q1	$2K	Hold	37	–	–	﹤0.01%	742
2019 Q4	$3K	Hold	37	–	–	﹤0.01%	732
2019 Q3	$3K	Hold	37	–	–	﹤0.01%	707
2019 Q2	$2K	Hold	37	–	–	﹤0.01%	770
2019 Q1	$2K	Hold	37	–	–	﹤0.01%	639
2018 Q4	$2K	Buy	+37	New	+$2.44K	﹤0.01%	680

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CIP

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACM

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

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

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

Liberty Wealth Management's PB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Prosperity Bancshares (PB) in Q4 2021, closing a stake of 168 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in PB in Q4 2018 and held it in 12 quarters. The position peaked at $12K in Q3 2021. 302 funds tracked by Wall St. Rank hold PB as of Q4 2021.

Liberty Wealth Management reported no remaining Prosperity Bancshares position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 168 Prosperity Bancshares shares in Q4 2021, an estimated $12K.
Liberty Wealth Management first reported a position in Prosperity Bancshares in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Prosperity Bancshares position peaked at $12K in Q3 2021.
302 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.