KPCM
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Kings Point Capital Management’s Prestige Consumer Healthcare PBH Stock Holding History

Kings Point Capital 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
2020
Q2 		– Sell
-461
Closed -$17K – 461
2020
Q1 		$17K Sell
461
-39
-8% -$1.51K ﹤0.01% 389
2019
Q4 		$20K Hold
500
– – ﹤0.01% 418
2019
Q3 		$17K Buy
+500
New +$16.5K ﹤0.01% 419

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kings Point Capital Management's PBH Position: Q2 2020 in Review

Kings Point Capital Management sold out of Prestige Consumer Healthcare (PBH) in Q2 2020, closing a stake of 461 shares — an estimated $17K sold.

Kings Point Capital Management first reported a position in PBH in Q3 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 253 funds tracked by Wall St. Rank hold PBH as of Q2 2020.

  • Kings Point Capital Management reported no remaining Prestige Consumer Healthcare position as of Q2 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 461 Prestige Consumer Healthcare shares in Q2 2020, an estimated $17K.
  • Kings Point Capital Management first reported a position in Prestige Consumer Healthcare in Q3 2019 and held it in 3 quarters.
  • Kings Point Capital Management's Prestige Consumer Healthcare position peaked at $20K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2020.

Based on Kings Point Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.