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CA Family Wealth’s Prestige Consumer Healthcare PBH Stock Holding History

CA Family Wealth’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
Q1 		– Sell
-5,144
Closed -$208K – 113
2019
Q4 		$208K Buy
+5,144
New +$192K 0.14% 125

Other funds holding PBH

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CA Family Wealth's PBH Position: Q1 2020 in Review

CA Family Wealth sold out of Prestige Consumer Healthcare (PBH) in Q1 2020, closing a stake of 5,144 shares — an estimated $208K sold.

CA Family Wealth first reported a position in PBH in Q4 2019 and held it in 1 quarter. The position peaked at $208K in Q4 2019. 251 funds tracked by Wall St. Rank hold PBH as of Q1 2020.

  • CA Family Wealth reported no remaining Prestige Consumer Healthcare position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 5,144 Prestige Consumer Healthcare shares in Q1 2020, an estimated $208K.
  • CA Family Wealth first reported a position in Prestige Consumer Healthcare in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's Prestige Consumer Healthcare position peaked at $208K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.