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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

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Permanens Capital's PB Position: Q2 2021 in Review

Permanens Capital sold out of Prosperity Bancshares (PB) in Q2 2021, closing a stake of 8,875 shares — an estimated $665K sold.

Permanens Capital first reported a position in PB in Q4 2019 and held it in 6 quarters. The position peaked at $775K in Q4 2020. 299 funds tracked by Wall St. Rank hold PB as of Q2 2021.

  • Permanens Capital reported no remaining Prosperity Bancshares position as of Q2 2021 after selling out during the quarter.
  • Permanens Capital sold 8,875 Prosperity Bancshares shares in Q2 2021, an estimated $665K.
  • Permanens Capital first reported a position in Prosperity Bancshares in Q4 2019 and held it in 6 quarters.
  • Permanens Capital's Prosperity Bancshares position peaked at $775K in Q4 2020.
  • 299 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2021.

Based on Permanens Capital's 13F filing for Q2 2021, filed 13 Aug 2021.