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SFMG Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

SFMG Wealth 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
2020
Q1 		– Sell
-3,811
Closed -$274K – 169
2019
Q4 		$274K Buy
+3,811
New +$269K 0.03% 135

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
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

SFMG Wealth Advisors's PB Position: Q1 2020 in Review

SFMG Wealth Advisors sold out of Prosperity Bancshares (PB) in Q1 2020, closing a stake of 3,811 shares — an estimated $274K sold.

SFMG Wealth Advisors first reported a position in PB in Q4 2019 and held it in 1 quarter. The position peaked at $274K in Q4 2019. 289 funds tracked by Wall St. Rank hold PB as of Q1 2020.

  • SFMG Wealth Advisors reported no remaining Prosperity Bancshares position as of Q1 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,811 Prosperity Bancshares shares in Q1 2020, an estimated $274K.
  • SFMG Wealth Advisors first reported a position in Prosperity Bancshares in Q4 2019 and held it in 1 quarter.
  • SFMG Wealth Advisors's Prosperity Bancshares position peaked at $274K in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2020.

Based on SFMG Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.