Freedom Wealth Alliance’s Parker-Hannifin PH Stock Holding History

Freedom Wealth Alliance’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-400	Closed	-$116K	–	341
2022 Q4	$116K	Buy	+400	New	+$114K	0.16%	85

Other funds holding PH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Freedom Wealth Alliance's PH Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Parker-Hannifin (PH) in Q1 2023, closing a stake of 400 shares — an estimated $116K sold.

Freedom Wealth Alliance first reported a position in PH in Q4 2022 and held it in 1 quarter. The position peaked at $116K in Q4 2022. 1,082 funds tracked by Wall St. Rank hold PH as of Q1 2023.

Freedom Wealth Alliance reported no remaining Parker-Hannifin position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 400 Parker-Hannifin shares in Q1 2023, an estimated $116K.
Freedom Wealth Alliance first reported a position in Parker-Hannifin in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Parker-Hannifin position peaked at $116K in Q4 2022.
1,082 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.