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Sowell Financial Services’s Prosperity Bancshares PB Stock Holding History

Sowell Financial Services’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
-2,115
Closed -$159K – 2062
2021
Q1 		$159K Buy
2,115
+1,647
+352% +$120K 0.01% 1166
2020
Q4 		$32K Hold
468
– – ﹤0.01% 1559
2020
Q3 		$24K Sell
468
-60
-11% -$3.29K ﹤0.01% 1483
2020
Q2 		$31K Sell
528
-150
-22% -$8.66K ﹤0.01% 1328
2020
Q1 		$33K Buy
678
+300
+79% +$19.5K ﹤0.01% 1200
2019
Q4 		$27K Buy
+378
New +$26.7K ﹤0.01% 1329

Other funds holding PB

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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

Sowell Financial Services's PB Position: Q2 2021 in Review

Sowell Financial Services sold out of Prosperity Bancshares (PB) in Q2 2021, closing a stake of 2,115 shares — an estimated $159K sold.

Sowell Financial Services first reported a position in PB in Q4 2019 and held it in 6 quarters. The position peaked at $159K in Q1 2021. 299 funds tracked by Wall St. Rank hold PB as of Q2 2021.

  • Sowell Financial Services reported no remaining Prosperity Bancshares position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,115 Prosperity Bancshares shares in Q2 2021, an estimated $159K.
  • Sowell Financial Services first reported a position in Prosperity Bancshares in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's Prosperity Bancshares position peaked at $159K in Q1 2021.
  • 299 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.