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Fortis Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Fortis 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
2020
Q2 		– Sell
-6,472
Closed -$237K – 278
2020
Q1 		$237K Buy
6,472
+217
+3% +$8.43K 0.16% 66
2019
Q4 		$253K Hold
6,255
– – 0.15% 92
2019
Q3 		$217K Buy
+6,255
New +$206K 0.1% 118

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Advisors's PBH Position: Q2 2020 in Review

Fortis Advisors sold out of Prestige Consumer Healthcare (PBH) in Q2 2020, closing a stake of 6,472 shares — an estimated $237K sold.

Fortis Advisors first reported a position in PBH in Q3 2019 and held it in 3 quarters. The position peaked at $253K in Q4 2019. 253 funds tracked by Wall St. Rank hold PBH as of Q2 2020.

  • Fortis Advisors reported no remaining Prestige Consumer Healthcare position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 6,472 Prestige Consumer Healthcare shares in Q2 2020, an estimated $237K.
  • Fortis Advisors first reported a position in Prestige Consumer Healthcare in Q3 2019 and held it in 3 quarters.
  • Fortis Advisors's Prestige Consumer Healthcare position peaked at $253K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.