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JP Morgan Private Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$461K Sell
8,066
-277
-3% -$16.7K ﹤0.01% 1279
2023
Q2 		$496K Sell
8,343
-1,747
-17% -$105K ﹤0.01% 1027
2023
Q1 		$632K Sell
10,090
-292
-3% -$18.2K ﹤0.01% 1369
2022
Q4 		$650K Sell
10,382
-382
-4% -$21.9K ﹤0.01% 1348
2022
Q3 		$536K Sell
10,764
-623
-5% -$34.5K ﹤0.01% 1426
2022
Q2 		$670K Sell
11,387
-743
-6% -$41K ﹤0.01% 1323
2022
Q1 		$642K Sell
12,130
-1,055
-8% -$60.9K ﹤0.01% 1416
2021
Q4 		$800K Sell
13,185
-143
-1% -$8.49K ﹤0.01% 1351
2021
Q3 		$748K Buy
13,328
+182
+1% +$10K ﹤0.01% 1339
2021
Q2 		$685K Buy
13,146
+21
+0.2% +$1.01K ﹤0.01% 1362
2021
Q1 		$579K Sell
13,125
-1,968
-13% -$82.7K ﹤0.01% 1254
2020
Q4 		$526K Sell
15,093
-5,800
-28% -$206K ﹤0.01% 1270
2020
Q3 		$761K Sell
20,893
-3,381
-14% -$126K ﹤0.01% 996
2020
Q2 		$912K Buy
24,274
+9,782
+67% +$391K ﹤0.01% 845
2020
Q1 		$532K Buy
14,492
+1,494
+11% +$58K ﹤0.01% 912
2019
Q4 		$526K Sell
12,998
-42
-0.3% -$1.57K ﹤0.01% 1030
2019
Q3 		$452K Buy
13,040
+3,131
+32% +$103K ﹤0.01% 1039
2019
Q2 		$314K Sell
9,909
-120
-1% -$3.57K ﹤0.01% 1133
2019
Q1 		$300K Buy
10,029
+2,201
+28% +$63.1K ﹤0.01% 1206
2018
Q4 		$242K Buy
+7,828
New +$286K ﹤0.01% 1261

Other funds holding PBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PBH Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Prestige Consumer Healthcare (PBH) stake by 3.3% in Q3 2023, selling an estimated $16.7K and leaving 8,066 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

JP Morgan Private Wealth Advisors first reported a position in PBH in Q4 2018 and has held it in 20 quarters since. The position peaked at $912K in Q2 2020. 279 funds tracked by Wall St. Rank hold PBH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,066 shares of Prestige Consumer Healthcare worth $461K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 277 Prestige Consumer Healthcare shares in Q3 2023, an estimated $16.7K.
  • Prestige Consumer Healthcare made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1279 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q4 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Prestige Consumer Healthcare position peaked at $912K in Q2 2020.
  • 279 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.