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National Wealth Management Group’s Prosperity Bancshares PB Stock Holding History

National Wealth Management Group’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
2024
Q1 		– Sell
-5,392
Closed -$365K – 152
2023
Q4 		$365K Buy
+5,392
New +$315K 0.35% 86

Other funds holding PB

Vanguard Group
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

National Wealth Management Group's PB Position: Q1 2024 in Review

National Wealth Management Group sold out of Prosperity Bancshares (PB) in Q1 2024, closing a stake of 5,392 shares — an estimated $365K sold.

National Wealth Management Group first reported a position in PB in Q4 2023 and held it in 1 quarter. The position peaked at $365K in Q4 2023. 320 funds tracked by Wall St. Rank hold PB as of Q1 2024.

  • National Wealth Management Group reported no remaining Prosperity Bancshares position as of Q1 2024 after selling out during the quarter.
  • National Wealth Management Group sold 5,392 Prosperity Bancshares shares in Q1 2024, an estimated $365K.
  • National Wealth Management Group first reported a position in Prosperity Bancshares in Q4 2023 and held it in 1 quarter.
  • National Wealth Management Group's Prosperity Bancshares position peaked at $365K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2024.

Based on National Wealth Management Group's 13F filing for Q1 2024, filed 17 May 2024.