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World Asset Management’s Prosperity Bancshares PB Stock Holding History

World Asset Management’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
Q3 		$218K Sell
3,068
-138
-4% -$9.55K 0.02% 773
2021
Q2 		$230K Sell
3,206
-139
-4% -$10.4K 0.02% 800
2021
Q1 		$245K Sell
3,345
-229
-6% -$16.7K 0.02% 777
2020
Q4 		$248K Buy
+3,574
New +$219K 0.02% 728
2020
Q3 		– Sell
-3,705
Closed -$220K – 804
2020
Q2 		$220K Buy
+3,705
New +$214K 0.02% 671
2020
Q1 		– Sell
-3,942
Closed -$283K – 1020
2019
Q4 		$283K Buy
3,942
+745
+23% +$52.6K 0.01% 828
2019
Q3 		$226K Buy
3,197
+62
+2% +$4.17K 0.01% 975
2019
Q2 		$207K Buy
3,135
+14
+0.4% +$969 0.01% 1043
2019
Q1 		$216K Buy
+3,121
New +$223K 0.01% 1008
2018
Q4 		– Sell
-3,333
Closed -$231K – 1183
2018
Q3 		$231K Sell
3,333
-83
-2% -$5.97K 0.01% 1083
2018
Q2 		$234K Sell
3,416
-121
-3% -$8.82K 0.01% 1092
2018
Q1 		$257K Sell
3,537
-600
-15% -$45K 0.01% 1079
2017
Q4 		$290K Sell
4,137
-276
-6% -$18.4K 0.01% 1156
2017
Q3 		$290K Buy
4,413
+55
+1% +$3.44K 0.01% 1150
2017
Q2 		$280K Buy
4,358
+93
+2% +$6.13K 0.01% 1142
2017
Q1 		$297K Buy
4,265
+77
+2% +$5.59K 0.01% 1073
2016
Q4 		$301K Sell
4,188
-312
-7% -$19.5K 0.01% 1014
2016
Q3 		$247K Buy
+4,500
New +$239K 0.01% 1149
2015
Q2 		– Sell
-4,756
Closed -$250K – 1251
2015
Q1 		$250K Sell
4,756
-38
-0.8% -$1.93K 0.01% 1168
2014
Q4 		$265K Sell
4,794
-802
-14% -$45.5K 0.01% 1130
2014
Q3 		$320K Sell
5,596
-157
-3% -$9.4K 0.01% 1103
2014
Q2 		$360K Buy
5,753
+131
+2% +$7.93K 0.01% 1087
2014
Q1 		$372K Sell
5,622
-19
-0.3% -$1.2K 0.01% 1065
2013
Q4 		$358K Sell
5,641
-811
-13% -$51.2K 0.01% 1113
2013
Q3 		$399K Buy
6,452
+143
+2% +$8.49K 0.01% 1129
2013
Q2 		$327K Buy
+6,309
New +$303K 0.01% 1264

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

World Asset Management's PB Position: Q3 2021 in Review

World Asset Management reduced its Prosperity Bancshares (PB) stake by 4.3% in Q3 2021, selling an estimated $9.55K and leaving 3,068 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #773.

World Asset Management first reported a position in PB in Q2 2013 and has held it in 26 quarters since. The position peaked at $399K in Q3 2013. 296 funds tracked by Wall St. Rank hold PB as of Q3 2021.

  • World Asset Management held 3,068 shares of Prosperity Bancshares worth $218K as of Q3 2021.
  • World Asset Management sold 138 Prosperity Bancshares shares in Q3 2021, an estimated $9.55K.
  • Prosperity Bancshares made up 0.02% of World Asset Management's portfolio in Q3 2021, its #773 holding.
  • World Asset Management first reported a position in Prosperity Bancshares in Q2 2013 and has held it in 26 quarters since.
  • World Asset Management's Prosperity Bancshares position peaked at $399K in Q3 2013.
  • 296 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.