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Belpointe Asset Management’s Prestige Consumer Healthcare PBH Stock Holding History

Belpointe Asset Management’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 		– Sell
-415
Closed -$26K – 2507
2023
Q1 		$26K Buy
415
+120
+41% +$7.49K ﹤0.01% 2151
2022
Q4 		$18.5K Buy
+295
New +$16.9K ﹤0.01% 2244

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

Belpointe Asset Management's PBH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Prestige Consumer Healthcare (PBH) in Q2 2023, closing a stake of 415 shares — an estimated $26K sold.

Belpointe Asset Management first reported a position in PBH in Q4 2022 and held it in 2 quarters. The position peaked at $26K in Q1 2023. 279 funds tracked by Wall St. Rank hold PBH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Prestige Consumer Healthcare position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 415 Prestige Consumer Healthcare shares in Q2 2023, an estimated $26K.
  • Belpointe Asset Management first reported a position in Prestige Consumer Healthcare in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Prestige Consumer Healthcare position peaked at $26K in Q1 2023.
  • 279 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.