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TFO Wealth Partners’s Prosperity Bancshares PB Stock Holding History

TFO 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
2024
Q2 		– Sell
-4
Closed -$263 – 565
2024
Q1 		$263 Hold
4
– – ﹤0.01% 428
2023
Q4 		$271 Hold
4
– – ﹤0.01% 546
2023
Q3 		$226 Hold
4
– – ﹤0.01% 758
2023
Q2 		$226 Hold
4
– – ﹤0.01% 474
2023
Q1 		$246 Sell
4
-3
-43% -$214 ﹤0.01% 425
2022
Q4 		$908 Buy
+7
New +$505 ﹤0.01% 387

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's PB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Prosperity Bancshares (PB) in Q2 2024, closing a stake of 4 shares — an estimated $263 sold.

TFO Wealth Partners first reported a position in PB in Q4 2022 and held it in 6 quarters. The position peaked at $908 in Q4 2022. 332 funds tracked by Wall St. Rank hold PB as of Q2 2024.

  • TFO Wealth Partners reported no remaining Prosperity Bancshares position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Prosperity Bancshares shares in Q2 2024, an estimated $263.
  • TFO Wealth Partners first reported a position in Prosperity Bancshares in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Prosperity Bancshares position peaked at $908 in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.