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Meridian Wealth Management’s Prosperity Bancshares PB Stock Holding History

Meridian 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
2022
Q3 		– Sell
-3,490
Closed -$238K – 551
2022
Q2 		$238K Buy
+3,490
New +$240K 0.02% 485

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Victory Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Meridian Wealth Management's PB Position: Q3 2022 in Review

Meridian Wealth Management sold out of Prosperity Bancshares (PB) in Q3 2022, closing a stake of 3,490 shares — an estimated $238K sold.

Meridian Wealth Management first reported a position in PB in Q2 2022 and held it in 1 quarter. The position peaked at $238K in Q2 2022. 318 funds tracked by Wall St. Rank hold PB as of Q3 2022.

  • Meridian Wealth Management reported no remaining Prosperity Bancshares position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 3,490 Prosperity Bancshares shares in Q3 2022, an estimated $238K.
  • Meridian Wealth Management first reported a position in Prosperity Bancshares in Q2 2022 and held it in 1 quarter.
  • Meridian Wealth Management's Prosperity Bancshares position peaked at $238K in Q2 2022.
  • 318 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.