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Personal Wealth Partners’s Prosperity Bancshares PB Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-4
Closed – – 445
2019
Q4 		$0 Hold
4
– – ﹤0.01% 639
2019
Q3 		$0 Buy
+4
New +$269 ﹤0.01% 648

Other funds holding PB

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Personal Wealth Partners's PB Position: Q1 2020 in Review

Personal Wealth Partners sold out of Prosperity Bancshares (PB) in Q1 2020, closing a stake of 4 shares.

Personal Wealth Partners first reported a position in PB in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 289 funds tracked by Wall St. Rank hold PB as of Q1 2020.

  • Personal Wealth Partners reported no remaining Prosperity Bancshares position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 4 Prosperity Bancshares shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Prosperity Bancshares in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Prosperity Bancshares position peaked at $0 in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.