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JOYN Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-57
Closed -$2K – 1021
2018
Q4 		$2K Sell
57
-200
-78% -$7.3K ﹤0.01% 1515
2018
Q3 		$10K Sell
257
-9
-3% -$340 ﹤0.01% 961
2018
Q2 		$10K Buy
+266
New +$8.97K ﹤0.01% 915

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JOYN Advisors's PBH Position: Q1 2019 in Review

JOYN Advisors sold out of Prestige Consumer Healthcare (PBH) in Q1 2019, closing a stake of 57 shares — an estimated $2K sold.

JOYN Advisors first reported a position in PBH in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 221 funds tracked by Wall St. Rank hold PBH as of Q1 2019.

  • JOYN Advisors reported no remaining Prestige Consumer Healthcare position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 57 Prestige Consumer Healthcare shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in Prestige Consumer Healthcare in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Prestige Consumer Healthcare position peaked at $10K in Q3 2018.
  • 221 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.