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

Burt 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
2020
Q4 		– Sell
-58
Closed -$2K – 412
2020
Q3 		$2K Hold
58
– – ﹤0.01% 356
2020
Q2 		$2K Hold
58
– – ﹤0.01% 344
2020
Q1 		$2K Buy
+58
New +$2.25K ﹤0.01% 348
2016
Q2 		– Sell
-18
Closed -$1K – 519
2016
Q1 		$1K Buy
+18
New +$887 ﹤0.01% 537

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Burt Wealth Advisors's PBH Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Prestige Consumer Healthcare (PBH) in Q4 2020, closing a stake of 58 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in PBH in Q1 2016 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 237 funds tracked by Wall St. Rank hold PBH as of Q4 2020.

  • Burt Wealth Advisors reported no remaining Prestige Consumer Healthcare position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 58 Prestige Consumer Healthcare shares in Q4 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q1 2016 and held it in 4 quarters.
  • Burt Wealth Advisors's Prestige Consumer Healthcare position peaked at $2K in Q3 2020.
  • 237 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.