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Waddell & Reed Financial’s Prosperity Bancshares PB Stock Holding History

Waddell & Reed Financial’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
-418,692
Closed -$24.9M – 477
2020
Q2 		$24.9M Buy
418,692
+257
+0.1% +$14.8K 0.06% 290
2020
Q1 		$20.2M Buy
+418,435
New +$27.2M 0.07% 281

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

Waddell & Reed Financial's PB Position: Q3 2020 in Review

Waddell & Reed Financial sold out of Prosperity Bancshares (PB) in Q3 2020, closing a stake of 418,692 shares — an estimated $24.9M sold.

Waddell & Reed Financial first reported a position in PB in Q1 2020 and held it in 2 quarters. The position peaked at $24.9M in Q2 2020. 303 funds tracked by Wall St. Rank hold PB as of Q3 2020.

  • Waddell & Reed Financial reported no remaining Prosperity Bancshares position as of Q3 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 418,692 Prosperity Bancshares shares in Q3 2020, an estimated $24.9M.
  • Waddell & Reed Financial first reported a position in Prosperity Bancshares in Q1 2020 and held it in 2 quarters.
  • Waddell & Reed Financial's Prosperity Bancshares position peaked at $24.9M in Q2 2020.
  • 303 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2020.

Based on Waddell & Reed Financial's 13F filing for Q3 2020, filed 13 Nov 2020.