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Wealthspire Advisors (Maryland)’s Prosperity Bancshares PB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-562
Closed -$39K – 1547
2019
Q1 		$39K Sell
562
-18
-3% -$1.28K ﹤0.01% 986
2018
Q4 		$36K Sell
580
-372
-39% -$24.5K ﹤0.01% 988
2018
Q3 		$66K Sell
952
-4
-0.4% -$288 0.01% 866
2018
Q2 		$65K Buy
956
+45
+5% +$3.28K 0.01% 884
2018
Q1 		$66K Buy
911
+12
+1% +$900 0.01% 882
2017
Q4 		$63K Buy
899
+5
+0.6% +$334 0.01% 914
2017
Q3 		$59K Sell
894
-1,116
-56% -$69.9K 0.01% 910
2017
Q2 		$129K Sell
2,010
-556
-22% -$36.6K 0.02% 593
2017
Q1 		$179K Sell
2,566
-201
-7% -$14.6K 0.03% 428
2016
Q4 		$199K Buy
2,767
+11
+0.4% +$688 0.03% 368
2016
Q3 		$151K Buy
2,756
+322
+13% +$17.1K 0.02% 466
2016
Q2 		$124K Buy
2,434
+1,009
+71% +$50.8K 0.02% 490
2016
Q1 		$66K Buy
1,425
+243
+21% +$10.3K 0.01% 629
2015
Q4 		$57K Buy
+1,182
New +$60.8K 0.01% 680

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Prosperity Bancshares (PB) in Q2 2019, closing a stake of 562 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in PB in Q4 2015 and held it in 14 quarters. The position peaked at $199K in Q4 2016. 288 funds tracked by Wall St. Rank hold PB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Prosperity Bancshares position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 562 Prosperity Bancshares shares in Q2 2019, an estimated $39K.
  • Wealthspire Advisors (Maryland) first reported a position in Prosperity Bancshares in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Prosperity Bancshares position peaked at $199K in Q4 2016.
  • 288 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.