Financial Synergies Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-15	Closed	-$1.09K	–	343
2024 Q1	$1.09K	Hold	15	–	–	﹤0.01%	398
2023 Q4	$939	Hold	15	–	–	﹤0.01%	335
2023 Q3	$858	Hold	15	–	–	﹤0.01%	394
2023 Q2	$892	Hold	15	–	–	﹤0.01%	389
2023 Q1	$940	Hold	15	–	–	﹤0.01%	381
2022 Q4	$939	Buy	15 +4	+36%	+$229	﹤0.01%	335
2022 Q3	$549	Hold	11	–	–	﹤0.01%	357
2022 Q2	$647	Buy	+11	New	+$606	﹤0.01%	355

Other funds holding PBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Synergies Wealth Advisors's PBH Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Prestige Consumer Healthcare (PBH) in Q2 2024, closing a stake of 15 shares — an estimated $1.09K sold.

Financial Synergies Wealth Advisors first reported a position in PBH in Q2 2022 and held it in 8 quarters. The position peaked at $1.09K in Q1 2024. 306 funds tracked by Wall St. Rank hold PBH as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Prestige Consumer Healthcare position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 15 Prestige Consumer Healthcare shares in Q2 2024, an estimated $1.09K.
Financial Synergies Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Prestige Consumer Healthcare position peaked at $1.09K in Q1 2024.
306 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.