Janiczek Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

Janiczek 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
2023 Q4	–	Sell	-30	Closed	-$1.72K	–	1165
2023 Q3	$1.72K	Hold	30	–	–	﹤0.01%	853
2023 Q2	$1.78K	Hold	30	–	–	﹤0.01%	782
2023 Q1	$1.89K	Hold	30	–	–	﹤0.01%	775
2022 Q4	$1.97K	Hold	30	–	–	﹤0.01%	777
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	777
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	793
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	784
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	843
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	821
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	776
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	825
2020 Q4	$1K	Buy	+30	New	+$1.06K	﹤0.01%	759

Other funds holding PBH

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Janiczek Wealth Management's PBH Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Prestige Consumer Healthcare (PBH) in Q4 2023, closing a stake of 30 shares — an estimated $1.72K sold.

Janiczek Wealth Management first reported a position in PBH in Q4 2020 and held it in 12 quarters. The position peaked at $2K in Q3 2022. 288 funds tracked by Wall St. Rank hold PBH as of Q4 2023.

Janiczek Wealth Management reported no remaining Prestige Consumer Healthcare position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 30 Prestige Consumer Healthcare shares in Q4 2023, an estimated $1.72K.
Janiczek Wealth Management first reported a position in Prestige Consumer Healthcare in Q4 2020 and held it in 12 quarters.
Janiczek Wealth Management's Prestige Consumer Healthcare position peaked at $2K in Q3 2022.
288 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.