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Orion Portfolio Solutions’s Prosperity Bancshares PB Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-153
Closed -$9K – 1560
2020
Q2 		$9K Sell
153
-81
-35% -$4.67K ﹤0.01% 1252
2020
Q1 		$11K Buy
234
+21
+10% +$1.37K ﹤0.01% 1037
2019
Q4 		$15K Buy
+213
New +$15K ﹤0.01% 865

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Orion Portfolio Solutions's PB Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Prosperity Bancshares (PB) in Q3 2020, closing a stake of 153 shares — an estimated $9K sold.

Orion Portfolio Solutions first reported a position in PB in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 303 funds tracked by Wall St. Rank hold PB as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Prosperity Bancshares position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 153 Prosperity Bancshares shares in Q3 2020, an estimated $9K.
  • Orion Portfolio Solutions first reported a position in Prosperity Bancshares in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Prosperity Bancshares position peaked at $15K in Q4 2019.
  • 303 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.