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Concord Wealth Partners’s Prestige Consumer Healthcare PBH Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-15
Closed -$1.17K – 927
2024
Q4 		$1.17K Hold
15
– – ﹤0.01% 775
2024
Q3 		$1.08K Buy
+15
New +$1.06K ﹤0.01% 826

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AI
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Macquarie Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's PBH Position: Q1 2025 in Review

Concord Wealth Partners sold out of Prestige Consumer Healthcare (PBH) in Q1 2025, closing a stake of 15 shares — an estimated $1.17K sold.

Concord Wealth Partners first reported a position in PBH in Q3 2024 and held it in 2 quarters. The position peaked at $1.17K in Q4 2024. 359 funds tracked by Wall St. Rank hold PBH as of Q1 2025.

  • Concord Wealth Partners reported no remaining Prestige Consumer Healthcare position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 15 Prestige Consumer Healthcare shares in Q1 2025, an estimated $1.17K.
  • Concord Wealth Partners first reported a position in Prestige Consumer Healthcare in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's Prestige Consumer Healthcare position peaked at $1.17K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.