VFA
PB icon

Valeo Financial Advisors’s Prosperity Bancshares PB Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-29
Closed -$2K – 1988
2020
Q2 		$2K Buy
+29
New +$1.67K ﹤0.01% 1778

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Valeo Financial Advisors's PB Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Prosperity Bancshares (PB) in Q3 2020, closing a stake of 29 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in PB in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 303 funds tracked by Wall St. Rank hold PB as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Prosperity Bancshares position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 29 Prosperity Bancshares shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Prosperity Bancshares in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Prosperity Bancshares position peaked at $2K in Q2 2020.
  • 303 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.