Willis Johnson & Associates’s Prosperity Bancshares PB Stock Holding History

Willis Johnson & Associates’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
2024 Q2	–	Sell	-3,120	Closed	-$205K	–	166
2024 Q1	$205K	Buy	3,120 +25	+0.8%	+$1.59K	0.02%	148
2023 Q4	$210K	Buy	+3,095	New	+$181K	0.02%	130
2023 Q3	–	Sell	-3,606	Closed	-$204K	–	138
2023 Q2	$204K	Buy	3,606 +32	+0.9%	+$1.91K	0.02%	126
2023 Q1	$220K	Buy	3,574 +27	+0.8%	+$1.92K	0.03%	110
2022 Q4	$258K	Buy	3,547 +27	+0.8%	+$1.95K	0.03%	94
2022 Q3	$235K	Buy	3,520 +27	+0.8%	+$1.93K	0.03%	90
2022 Q2	$238K	Buy	3,493 +25	+0.7%	+$1.72K	0.03%	91
2022 Q1	$241K	Buy	3,468 +25	+0.7%	+$1.84K	0.03%	88
2021 Q4	$249K	Buy	3,443 +23	+0.7%	+$1.7K	0.03%	83
2021 Q3	$243K	Buy	3,420 +23	+0.7%	+$1.59K	0.03%	79
2021 Q2	$244K	Buy	3,397 +22	+0.7%	+$1.64K	0.03%	79
2021 Q1	$253K	Buy	+3,375	New	+$247K	0.04%	76

Other funds holding PB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Willis Johnson & Associates's PB Position: Q2 2024 in Review

Willis Johnson & Associates sold out of Prosperity Bancshares (PB) in Q2 2024, closing a stake of 3,120 shares — an estimated $205K sold.

Willis Johnson & Associates first reported a position in PB in Q1 2021 and held it in 12 quarters. The position peaked at $258K in Q4 2022. 332 funds tracked by Wall St. Rank hold PB as of Q2 2024.

Willis Johnson & Associates reported no remaining Prosperity Bancshares position as of Q2 2024 after selling out during the quarter.
Willis Johnson & Associates sold 3,120 Prosperity Bancshares shares in Q2 2024, an estimated $205K.
Willis Johnson & Associates first reported a position in Prosperity Bancshares in Q1 2021 and held it in 12 quarters.
Willis Johnson & Associates's Prosperity Bancshares position peaked at $258K in Q4 2022.
332 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2024.

Based on Willis Johnson & Associates's 13F filing for Q2 2024, filed 1 Aug 2024.