Sheaff Brock Investment Advisors’s Prosperity Bancshares PB Stock Holding History

Sheaff Brock Investment 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 Q3	–	Sell	-13,150	Closed	-$743K	–	486
2023 Q2	$743K	Buy	13,150 +5	+0%	+$299	0.06%	203
2023 Q1	$809K	Hold	13,145	–	–	0.07%	196
2022 Q4	$955K	Hold	13,145	–	–	0.09%	174
2022 Q3	$877K	Hold	13,145	–	–	0.09%	166
2022 Q2	$897K	Sell	13,145 -200	-1%	-$13.7K	0.07%	173
2022 Q1	$926K	Hold	13,345	–	–	0.06%	190
2021 Q4	$964K	Hold	13,345	–	–	0.06%	189
2021 Q3	$949K	Hold	13,345	–	–	0.07%	181
2021 Q2	$958K	Hold	13,345	–	–	0.07%	181
2021 Q1	$1M	Hold	13,345	–	–	0.08%	153
2020 Q4	$926K	Hold	13,345	–	–	0.08%	150
2020 Q3	$692K	Buy	13,345 +145	+1%	+$7.94K	0.06%	180
2020 Q2	$784K	Hold	13,200	–	–	0.08%	158
2020 Q1	$637K	Hold	13,200	–	–	0.08%	153
2019 Q4	$949K	Hold	13,200	–	–	0.09%	152
2019 Q3	$932K	Hold	13,200	–	–	0.1%	149
2019 Q2	$872K	Hold	13,200	–	–	0.09%	155
2019 Q1	$912K	Hold	13,200	–	–	0.11%	156
2018 Q4	$822K	Hold	13,200	–	–	0.13%	149
2018 Q3	$915K	Hold	13,200	–	–	0.09%	168
2018 Q2	$902K	Hold	13,200	–	–	0.09%	177
2018 Q1	$959K	Hold	13,200	–	–	0.1%	161
2017 Q4	$925K	Hold	13,200	–	–	0.12%	165
2017 Q3	$868K	Hold	13,200	–	–	0.11%	172
2017 Q2	$848K	Hold	13,200	–	–	0.11%	188
2017 Q1	$920K	Hold	13,200	–	–	0.12%	160
2016 Q4	$947K	Sell	13,200 -268	-2%	-$16.8K	0.12%	169
2016 Q3	$739K	Hold	13,468	–	–	0.1%	207
2016 Q2	$687K	Hold	13,468	–	–	0.09%	222
2016 Q1	$625K	Hold	13,468	–	–	0.08%	247
2015 Q4	$645K	Buy	+13,468	New	+$692K	0.07%	265

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sheaff Brock Investment Advisors's PB Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of Prosperity Bancshares (PB) in Q3 2023, closing a stake of 13,150 shares — an estimated $743K sold.

Sheaff Brock Investment Advisors first reported a position in PB in Q4 2015 and held it in 31 quarters. The position peaked at $1M in Q1 2021. 298 funds tracked by Wall St. Rank hold PB as of Q3 2023.

Sheaff Brock Investment Advisors reported no remaining Prosperity Bancshares position as of Q3 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 13,150 Prosperity Bancshares shares in Q3 2023, an estimated $743K.
Sheaff Brock Investment Advisors first reported a position in Prosperity Bancshares in Q4 2015 and held it in 31 quarters.
Sheaff Brock Investment Advisors's Prosperity Bancshares position peaked at $1M in Q1 2021.
298 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.