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FDx Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

FDx 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
2023
Q3 		– Sell
-3,390
Closed -$201K – 739
2023
Q2 		$201K Sell
3,390
-338
-9% -$20.2K 0.01% 716
2023
Q1 		$233K Hold
3,728
– – 0.01% 657
2022
Q4 		$233K Buy
+3,728
New +$214K 0.01% 657
2022
Q3 		– Sell
-3,569
Closed -$210K – 796
2022
Q2 		$210K Buy
+3,569
New +$197K 0.01% 763
2022
Q1 		– Sell
-3,488
Closed -$212K – 887
2021
Q4 		$212K Buy
+3,488
New +$207K 0.01% 818
2020
Q1 		– Sell
-6,759
Closed -$274K – 592
2019
Q4 		$274K Buy
6,759
+282
+4% +$10.5K 0.02% 512
2019
Q3 		$225K Sell
6,477
-1,264
-16% -$41.6K 0.02% 568
2019
Q2 		$245K Buy
+7,741
New +$230K 0.01% 702
2018
Q4 		– Sell
-6,211
Closed -$235K – 738
2018
Q3 		$235K Sell
6,211
-385
-6% -$14.6K 0.01% 782
2018
Q2 		$253K Buy
6,596
+86
+1% +$2.9K 0.01% 785
2018
Q1 		$220K Sell
6,510
-1,071
-14% -$41.1K 0.01% 1094
2017
Q4 		$337K Buy
7,581
+1,098
+17% +$50K 0.01% 971
2017
Q3 		$325K Buy
+6,483
New +$331K 0.01% 1011

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FDx Advisors's PBH Position: Q3 2023 in Review

FDx Advisors sold out of Prestige Consumer Healthcare (PBH) in Q3 2023, closing a stake of 3,390 shares — an estimated $201K sold.

FDx Advisors first reported a position in PBH in Q3 2017 and held it in 13 quarters. The position peaked at $337K in Q4 2017. 279 funds tracked by Wall St. Rank hold PBH as of Q3 2023.

  • FDx Advisors reported no remaining Prestige Consumer Healthcare position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 3,390 Prestige Consumer Healthcare shares in Q3 2023, an estimated $201K.
  • FDx Advisors first reported a position in Prestige Consumer Healthcare in Q3 2017 and held it in 13 quarters.
  • FDx Advisors's Prestige Consumer Healthcare position peaked at $337K in Q4 2017.
  • 279 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.