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Global Wealth Management Investment Advisory’s Parker-Hannifin PH Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-21
Closed -$9.68K – 350
2023
Q4 		$9.68K Buy
21
+4
+24% +$1.67K ﹤0.01% 296
2023
Q3 		$6.62K Hold
17
– – ﹤0.01% 317
2023
Q2 		$6.63K Buy
+17
New +$5.75K ﹤0.01% 324
2022
Q3 		– Sell
-11
Closed -$3K – 377
2022
Q2 		$3K Buy
+11
New +$2.94K ﹤0.01% 391

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's PH Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Parker-Hannifin (PH) in Q1 2024, closing a stake of 21 shares — an estimated $9.68K sold.

Global Wealth Management Investment Advisory first reported a position in PH in Q2 2022 and held it in 4 quarters. The position peaked at $9.68K in Q4 2023. 1,418 funds tracked by Wall St. Rank hold PH as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Parker-Hannifin position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 21 Parker-Hannifin shares in Q1 2024, an estimated $9.68K.
  • Global Wealth Management Investment Advisory first reported a position in Parker-Hannifin in Q2 2022 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Parker-Hannifin position peaked at $9.68K in Q4 2023.
  • 1,418 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.