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Plante Moran Financial Advisors’s Prosperity Bancshares PB Stock Holding History

Plante Moran Financial 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
2023
Q1 		– Sell
-132
Closed -$9.59K – 868
2022
Q4 		$9.59K Buy
+132
New +$9.53K ﹤0.01% 585
2016
Q4 		– Sell
-884
Closed -$49K – 1020
2016
Q3 		$49K Buy
+884
New +$46.9K 0.03% 328

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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Plante Moran Financial Advisors's PB Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Prosperity Bancshares (PB) in Q1 2023, closing a stake of 132 shares — an estimated $9.59K sold.

Plante Moran Financial Advisors first reported a position in PB in Q3 2016 and held it in 2 quarters. The position peaked at $49K in Q3 2016. 318 funds tracked by Wall St. Rank hold PB as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining Prosperity Bancshares position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 132 Prosperity Bancshares shares in Q1 2023, an estimated $9.59K.
  • Plante Moran Financial Advisors first reported a position in Prosperity Bancshares in Q3 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Prosperity Bancshares position peaked at $49K in Q3 2016.
  • 318 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.