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Financial Synergies Wealth Advisors’s Phibro Animal Health PAHC Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio PAHC Stock Details PAHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-58
Closed -$741 – 525
2023
Q3 		$741 Hold
58
– – ﹤0.01% 416
2023
Q2 		$795 Buy
+58
New +$831 ﹤0.01% 409
2022
Q3 		– Sell
-54
Closed -$1.03K – 508
2022
Q2 		$1.03K Buy
+54
New +$1.02K ﹤0.01% 306

Other funds holding PAHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Financial Synergies Wealth Advisors's PAHC Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of Phibro Animal Health (PAHC) in Q4 2023, closing a stake of 58 shares — an estimated $741 sold.

Financial Synergies Wealth Advisors first reported a position in PAHC in Q2 2022 and held it in 3 quarters. The position peaked at $1.03K in Q2 2022. 136 funds tracked by Wall St. Rank hold PAHC as of Q4 2023.

  • Financial Synergies Wealth Advisors reported no remaining Phibro Animal Health position as of Q4 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 58 Phibro Animal Health shares in Q4 2023, an estimated $741.
  • Financial Synergies Wealth Advisors first reported a position in Phibro Animal Health in Q2 2022 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Phibro Animal Health position peaked at $1.03K in Q2 2022.
  • 136 funds tracked by Wall St. Rank held Phibro Animal Health as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.