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One Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

One Wealth Advisors’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
2023
Q1 		– Sell
-460
Closed -$33.4K – 479
2022
Q4 		$33.4K Buy
+460
New +$33.2K 0.01% 463
2019
Q2 		– Sell
-1,340
Closed -$93K – 375
2019
Q1 		$93K Buy
+1,340
New +$95.6K 0.08% 184
2018
Q4 		– Sell
-1,406
Closed -$98K – 369
2018
Q3 		$98K Buy
1,406
+68
+5% +$4.89K 0.08% 195
2018
Q2 		$91K Hold
1,338
– – 0.07% 207
2018
Q1 		$98K Sell
1,338
-131
-9% -$9.82K 0.09% 176
2017
Q4 		$103K Buy
+1,469
New +$98.2K 0.08% 192

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

One Wealth Advisors's PB Position: Q1 2023 in Review

One Wealth Advisors sold out of Prosperity Bancshares (PB) in Q1 2023, closing a stake of 460 shares — an estimated $33.4K sold.

One Wealth Advisors first reported a position in PB in Q4 2017 and held it in 6 quarters. The position peaked at $103K in Q4 2017. 318 funds tracked by Wall St. Rank hold PB as of Q1 2023.

  • One Wealth Advisors reported no remaining Prosperity Bancshares position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 460 Prosperity Bancshares shares in Q1 2023, an estimated $33.4K.
  • One Wealth Advisors first reported a position in Prosperity Bancshares in Q4 2017 and held it in 6 quarters.
  • One Wealth Advisors's Prosperity Bancshares position peaked at $103K in Q4 2017.
  • 318 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.