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Wealthcare Advisory Partners’s Prosperity Bancshares PB Stock Holding History

Wealthcare Advisory 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
2020
Q1 		– Sell
-78
Closed -$6K – 1563
2019
Q4 		$6K Buy
+78
New +$5.51K ﹤0.01% 1073

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State Street
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ACM
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Wellington Management Group
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CIP
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T. Rowe Price Associates
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Dimensional Fund Advisors
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealthcare Advisory Partners's PB Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Prosperity Bancshares (PB) in Q1 2020, closing a stake of 78 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in PB in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 289 funds tracked by Wall St. Rank hold PB as of Q1 2020.

  • Wealthcare Advisory Partners reported no remaining Prosperity Bancshares position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 78 Prosperity Bancshares shares in Q1 2020, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in Prosperity Bancshares in Q4 2019 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Prosperity Bancshares position peaked at $6K in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.