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Fortem Financial Group’s Prestige Consumer Healthcare PBH Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-867
Closed -$30K – 362
2020
Q4 		$30K Buy
+867
New +$30.8K 0.02% 282

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TCAM
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CIP
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortem Financial Group's PBH Position: Q1 2021 in Review

Fortem Financial Group sold out of Prestige Consumer Healthcare (PBH) in Q1 2021, closing a stake of 867 shares — an estimated $30K sold.

Fortem Financial Group first reported a position in PBH in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 241 funds tracked by Wall St. Rank hold PBH as of Q1 2021.

  • Fortem Financial Group reported no remaining Prestige Consumer Healthcare position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 867 Prestige Consumer Healthcare shares in Q1 2021, an estimated $30K.
  • Fortem Financial Group first reported a position in Prestige Consumer Healthcare in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Prestige Consumer Healthcare position peaked at $30K in Q4 2020.
  • 241 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.