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Capital Performance Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-44
Closed -$3.17K – 1934
2024
Q3 		$3.17K Buy
+44
New +$3.12K ﹤0.01% 1332

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital Performance Advisors's PBH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Prestige Consumer Healthcare (PBH) in Q4 2024, closing a stake of 44 shares — an estimated $3.17K sold.

Capital Performance Advisors first reported a position in PBH in Q3 2024 and held it in 1 quarter. The position peaked at $3.17K in Q3 2024. 336 funds tracked by Wall St. Rank hold PBH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Prestige Consumer Healthcare position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 44 Prestige Consumer Healthcare shares in Q4 2024, an estimated $3.17K.
  • Capital Performance Advisors first reported a position in Prestige Consumer Healthcare in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Prestige Consumer Healthcare position peaked at $3.17K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.