Harvest Group Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

Harvest Group Wealth Management’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	-33	Closed	-$1K	–	510
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	526
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	494
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	403
2020 Q1	$1K	Sell	33 -145	-81%	-$5.63K	﹤0.01%	410
2019 Q4	$7K	Hold	178	–	–	0.01%	299
2019 Q3	$6K	Hold	178	–	–	0.01%	370
2019 Q2	$5K	Buy	178 +32	+22%	+$951	0.01%	356
2019 Q1	$4K	Buy	+146	New	+$4.18K	﹤0.01%	442

Other funds holding PBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harvest Group Wealth Management's PBH Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Prestige Consumer Healthcare (PBH) in Q1 2021, closing a stake of 33 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PBH in Q1 2019 and held it in 8 quarters. The position peaked at $7K in Q4 2019. 240 funds tracked by Wall St. Rank hold PBH as of Q1 2021.

Harvest Group Wealth Management reported no remaining Prestige Consumer Healthcare position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 33 Prestige Consumer Healthcare shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Prestige Consumer Healthcare in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Prestige Consumer Healthcare position peaked at $7K in Q4 2019.
240 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.