AO
PBH icon

Advisor OS’s Prestige Consumer Healthcare PBH Stock Holding History

Advisor OS’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-22,791
Closed -$1.4M – 402
2023
Q4 		$1.4M Hold
22,791
– – 0.18% 97
2023
Q3 		$1.3M Hold
22,791
– – 0.2% 93
2023
Q2 		$1.35M Hold
22,791
– – 0.22% 84
2023
Q1 		$1.43M Hold
22,791
– – 0.34% 72
2022
Q4 		$1.43M Hold
22,791
– – 0.38% 65
2022
Q3 		$1.14M Hold
22,791
– – 0.34% 61
2022
Q2 		$1.34M Hold
22,791
– – 0.39% 52
2022
Q1 		$1.21M Buy
22,791
+10,676
+88% +$616K 0.35% 66
2021
Q4 		$735K Buy
12,115
+7,915
+188% +$470K 0.15% 132
2021
Q3 		$236K Hold
4,200
– – 0.05% 210
2021
Q2 		$219K Buy
+4,200
New +$202K 0.05% 213

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's PBH Position: Q1 2024 in Review

Advisor OS sold out of Prestige Consumer Healthcare (PBH) in Q1 2024, closing a stake of 22,791 shares — an estimated $1.4M sold.

Advisor OS first reported a position in PBH in Q2 2021 and held it in 11 quarters. The position peaked at $1.43M in Q1 2023. 312 funds tracked by Wall St. Rank hold PBH as of Q1 2024.

  • Advisor OS reported no remaining Prestige Consumer Healthcare position as of Q1 2024 after selling out during the quarter.
  • Advisor OS sold 22,791 Prestige Consumer Healthcare shares in Q1 2024, an estimated $1.4M.
  • Advisor OS first reported a position in Prestige Consumer Healthcare in Q2 2021 and held it in 11 quarters.
  • Advisor OS's Prestige Consumer Healthcare position peaked at $1.43M in Q1 2023.
  • 312 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.