WI
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WBI Investments’s Prosperity Bancshares PB Stock Holding History

WBI Investments’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
Q1 		– Sell
-11,634
Closed -$807K – 222
2020
Q4 		$807K Buy
+11,634
New +$714K 0.12% 103
2015
Q3 		– Sell
-112,440
Closed -$6.49M – 236
2015
Q2 		$6.49M Sell
112,440
-150,641
-57% -$8.2M 0.16% 109
2015
Q1 		$13.8M Buy
+263,081
New +$13.4M 0.33% 68
2014
Q4 		– Sell
-71,133
Closed -$4.07M – 225
2014
Q3 		$4.07M Buy
+71,133
New +$4.26M 0.12% 107

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
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
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
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

WBI Investments's PB Position: Q1 2021 in Review

WBI Investments sold out of Prosperity Bancshares (PB) in Q1 2021, closing a stake of 11,634 shares — an estimated $807K sold.

WBI Investments first reported a position in PB in Q3 2014 and held it in 4 quarters. The position peaked at $13.8M in Q1 2015. 330 funds tracked by Wall St. Rank hold PB as of Q1 2021.

  • WBI Investments reported no remaining Prosperity Bancshares position as of Q1 2021 after selling out during the quarter.
  • WBI Investments sold 11,634 Prosperity Bancshares shares in Q1 2021, an estimated $807K.
  • WBI Investments first reported a position in Prosperity Bancshares in Q3 2014 and held it in 4 quarters.
  • WBI Investments's Prosperity Bancshares position peaked at $13.8M in Q1 2015.
  • 330 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2021.

Based on WBI Investments's 13F filing for Q1 2021, filed 12 May 2021.