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Synergy Asset Management’s Prosperity Bancshares PB Stock Holding History

Synergy Asset Management’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
Q4 		– Sell
-34,594
Closed -$2.46M – 126
2021
Q3 		$2.46M Buy
+34,594
New +$2.39M 0.57% 46

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

Synergy Asset Management's PB Position: Q4 2021 in Review

Synergy Asset Management sold out of Prosperity Bancshares (PB) in Q4 2021, closing a stake of 34,594 shares — an estimated $2.46M sold.

Synergy Asset Management first reported a position in PB in Q3 2021 and held it in 1 quarter. The position peaked at $2.46M in Q3 2021. 302 funds tracked by Wall St. Rank hold PB as of Q4 2021.

  • Synergy Asset Management reported no remaining Prosperity Bancshares position as of Q4 2021 after selling out during the quarter.
  • Synergy Asset Management sold 34,594 Prosperity Bancshares shares in Q4 2021, an estimated $2.46M.
  • Synergy Asset Management first reported a position in Prosperity Bancshares in Q3 2021 and held it in 1 quarter.
  • Synergy Asset Management's Prosperity Bancshares position peaked at $2.46M in Q3 2021.
  • 302 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q4 2021.

Based on Synergy Asset Management's 13F filing for Q4 2021, filed 4 Feb 2022.