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Stratos Wealth Partners’s Prosperity Bancshares PB Stock Holding History

Stratos 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
2021
Q2 		– Sell
-15,568
Closed -$1.17M – 1215
2021
Q1 		$1.17M Buy
15,568
+1,259
+9% +$92.1K 0.03% 457
2020
Q4 		$992K Buy
14,309
+1,092
+8% +$67K 0.03% 445
2020
Q3 		$685K Buy
13,217
+318
+2% +$17.4K 0.02% 519
2020
Q2 		$766K Buy
12,899
+3,178
+33% +$183K 0.03% 452
2020
Q1 		$469K Sell
9,721
-1,641
-14% -$107K 0.02% 545
2019
Q4 		$817K Buy
11,362
+319
+3% +$22.5K 0.03% 449
2019
Q3 		$780K Buy
11,043
+665
+6% +$44.7K 0.03% 442
2019
Q2 		$685K Buy
10,378
+1,497
+17% +$104K 0.03% 473
2019
Q1 		$613K Buy
8,881
+617
+7% +$44K 0.03% 490
2018
Q4 		$515K Buy
8,264
+922
+13% +$60.8K 0.03% 499
2018
Q3 		$509K Buy
+7,342
New +$529K 0.02% 538

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Stratos Wealth Partners's PB Position: Q2 2021 in Review

Stratos Wealth Partners sold out of Prosperity Bancshares (PB) in Q2 2021, closing a stake of 15,568 shares — an estimated $1.17M sold.

Stratos Wealth Partners first reported a position in PB in Q3 2018 and held it in 11 quarters. The position peaked at $1.17M in Q1 2021. 299 funds tracked by Wall St. Rank hold PB as of Q2 2021.

  • Stratos Wealth Partners reported no remaining Prosperity Bancshares position as of Q2 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,568 Prosperity Bancshares shares in Q2 2021, an estimated $1.17M.
  • Stratos Wealth Partners first reported a position in Prosperity Bancshares in Q3 2018 and held it in 11 quarters.
  • Stratos Wealth Partners's Prosperity Bancshares position peaked at $1.17M in Q1 2021.
  • 299 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2021.

Based on Stratos Wealth Partners's 13F filing for Q2 2021, filed 19 Jul 2021.