Core Wealth Advisors (Florida)’s Parker-Hannifin PH Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20	Closed	-$7.79K	–	285
2023 Q3	$7.79K	Hold	20	–	–	﹤0.01%	178
2023 Q2	$7.8K	Hold	20	–	–	﹤0.01%	175
2023 Q1	$6.72K	Hold	20	–	–	﹤0.01%	178
2022 Q4	$5.82K	Buy	+20	New	+$5.72K	﹤0.01%	196

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PH Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Parker-Hannifin (PH) in Q4 2023, closing a stake of 20 shares — an estimated $7.79K sold.

Core Wealth Advisors (Florida) first reported a position in PH in Q4 2022 and held it in 4 quarters. The position peaked at $7.8K in Q2 2023. 1,301 funds tracked by Wall St. Rank hold PH as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining Parker-Hannifin position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 20 Parker-Hannifin shares in Q4 2023, an estimated $7.79K.
Core Wealth Advisors (Florida) first reported a position in Parker-Hannifin in Q4 2022 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s Parker-Hannifin position peaked at $7.8K in Q2 2023.
1,301 funds tracked by Wall St. Rank held Parker-Hannifin as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.