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BDO Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$9.21K Hold
155
– – ﹤0.01% 707
2023
Q1 		$9.71K Hold
155
– – ﹤0.01% 708
2022
Q4 		$9.7K Hold
155
– – ﹤0.01% 688
2022
Q3 		$8K Buy
+155
New +$8.58K ﹤0.01% 754

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BDO Wealth Advisors's PBH Position: Q2 2023 in Review

BDO Wealth Advisors held its Prestige Consumer Healthcare (PBH) position steady in Q2 2023 at 155 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

BDO Wealth Advisors first reported a position in PBH in Q3 2022 and has held it in 4 quarters since. The position peaked at $9.71K in Q1 2023. 279 funds tracked by Wall St. Rank hold PBH as of Q2 2023.

  • BDO Wealth Advisors held 155 shares of Prestige Consumer Healthcare worth $9.21K as of Q2 2023.
  • BDO Wealth Advisors left its Prestige Consumer Healthcare share count unchanged in Q2 2023.
  • Prestige Consumer Healthcare made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #707 holding.
  • BDO Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q3 2022 and has held it in 4 quarters since.
  • BDO Wealth Advisors's Prestige Consumer Healthcare position peaked at $9.71K in Q1 2023.
  • 279 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.