Symmetry Partners’s Prosperity Bancshares PB Stock Holding History

Symmetry 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
2022 Q1	–	Sell	-5,645	Closed	-$408K	–	597
2021 Q4	$408K	Hold	5,645	–	–	0.03%	455
2021 Q3	$407K	Hold	5,645	–	–	0.03%	486
2021 Q2	$405K	Hold	5,645	–	–	0.03%	497
2021 Q1	$423K	Hold	5,645	–	–	0.03%	457
2020 Q4	$392K	Sell	5,645 -862	-13%	-$52.9K	0.03%	448
2020 Q3	$337K	Buy	+6,507	New	+$356K	0.03%	450
2019 Q2	–	Sell	-1,019	Closed	-$70K	–	399
2019 Q1	$70K	Hold	1,019	–	–	0.01%	400
2018 Q4	$63K	Buy	+1,019	New	+$67.2K	0.02%	353

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Symmetry Partners's PB Position: Q1 2022 in Review

Symmetry Partners sold out of Prosperity Bancshares (PB) in Q1 2022, closing a stake of 5,645 shares — an estimated $408K sold.

Symmetry Partners first reported a position in PB in Q4 2018 and held it in 8 quarters. The position peaked at $423K in Q1 2021. 319 funds tracked by Wall St. Rank hold PB as of Q1 2022.

Symmetry Partners reported no remaining Prosperity Bancshares position as of Q1 2022 after selling out during the quarter.
Symmetry Partners sold 5,645 Prosperity Bancshares shares in Q1 2022, an estimated $408K.
Symmetry Partners first reported a position in Prosperity Bancshares in Q4 2018 and held it in 8 quarters.
Symmetry Partners's Prosperity Bancshares position peaked at $423K in Q1 2021.
319 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2022.

Based on Symmetry Partners's 13F filing for Q1 2022, filed 4 Apr 2022.