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Permanens Capital’s Prosperity Bancshares PB Stock Holding History

Permanens Capital’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
2021
Q2 		– Sell
-8,875
Closed -$665K – 123
2021
Q1 		$665K Sell
8,875
-2,300
-21% -$168K 0.14% 43
2020
Q4 		$775K Buy
11,175
+3,200
+40% +$196K 0.16% 37
2020
Q3 		$413K Buy
7,975
+4,825
+153% +$264K 0.14% 23
2020
Q2 		$187K Hold
3,150
– – 0.07% 30
2020
Q1 		$152K Buy
3,150
+175
+6% +$11.4K 0.05% 35
2019
Q4 		$214K Buy
+2,975
New +$210K 0.05% 38

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CIP
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Massachusetts Financial Services
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ACM
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Brown Advisory
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return