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Halpern Financial’s Prestige Consumer Healthcare PBH Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-49
Closed -$2.88K – 289
2022
Q2 		$2.88K Buy
+49
New +$2.7K ﹤0.01% 211

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Halpern Financial's PBH Position: Q3 2022 in Review

Halpern Financial sold out of Prestige Consumer Healthcare (PBH) in Q3 2022, closing a stake of 49 shares — an estimated $2.88K sold.

Halpern Financial first reported a position in PBH in Q2 2022 and held it in 1 quarter. The position peaked at $2.88K in Q2 2022. 279 funds tracked by Wall St. Rank hold PBH as of Q3 2022.

  • Halpern Financial reported no remaining Prestige Consumer Healthcare position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 49 Prestige Consumer Healthcare shares in Q3 2022, an estimated $2.88K.
  • Halpern Financial first reported a position in Prestige Consumer Healthcare in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Prestige Consumer Healthcare position peaked at $2.88K in Q2 2022.
  • 279 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.