OneDigital Investment Advisors’s Prosperity Bancshares PB Stock Holding History

OneDigital Investment 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
2019 Q3	–	Sell	-139	Closed	-$9K	–	990
2019 Q2	$9K	Buy	139 +1	+0.7%	+$69	﹤0.01%	963
2019 Q1	$10K	Buy	138 +1	+0.7%	+$71	﹤0.01%	877
2018 Q4	$9K	Buy	137 +1	+0.7%	+$66	﹤0.01%	875
2018 Q3	$9K	Hold	136	–	–	﹤0.01%	855
2018 Q2	$9K	Buy	136 +1	+0.7%	+$73	﹤0.01%	1075
2018 Q1	$10K	Buy	135 +1	+0.7%	+$75	﹤0.01%	1031
2017 Q4	$9K	Hold	134	–	–	﹤0.01%	990
2017 Q3	$9K	Buy	+134	New	+$8.39K	﹤0.01%	822

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

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

ACM

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIP

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OneDigital Investment Advisors's PB Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Prosperity Bancshares (PB) in Q3 2019, closing a stake of 139 shares — an estimated $9K sold.

OneDigital Investment Advisors first reported a position in PB in Q3 2017 and held it in 8 quarters. The position peaked at $10K in Q1 2019. 271 funds tracked by Wall St. Rank hold PB as of Q3 2019.

OneDigital Investment Advisors reported no remaining Prosperity Bancshares position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 139 Prosperity Bancshares shares in Q3 2019, an estimated $9K.
OneDigital Investment Advisors first reported a position in Prosperity Bancshares in Q3 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Prosperity Bancshares position peaked at $10K in Q1 2019.
271 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.