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DFPG Investments’s Prestige Consumer Healthcare PBH Stock Holding History

DFPG Investments’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
2023
Q4 		$258K Buy
4,273
+447
+12% +$26.5K 0.02% 550
2023
Q3 		$221K Buy
+3,826
New +$231K 0.02% 536

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

DFPG Investments's PBH Position: Q4 2023 in Review

DFPG Investments increased its Prestige Consumer Healthcare (PBH) stake by 12% in Q4 2023, buying an estimated $26.5K and bringing the position to 4,273 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #550.

DFPG Investments first reported a position in PBH in Q3 2023 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold PBH as of Q4 2023.

  • DFPG Investments held 4,273 shares of Prestige Consumer Healthcare worth $258K as of Q4 2023.
  • DFPG Investments bought 447 Prestige Consumer Healthcare shares in Q4 2023, an estimated $26.5K.
  • Prestige Consumer Healthcare made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #550 holding.
  • DFPG Investments first reported a position in Prestige Consumer Healthcare in Q3 2023 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.