Moneta Group Investment Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Moneta Group Investment 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
2022 Q1	–	Sell	-4,749	Closed	-$288K	–	479
2021 Q4	$288K	Sell	4,749 -10	-0.2%	-$594	0.01%	387
2021 Q3	$267K	Sell	4,759 -1	-0%	-$55	0.01%	382
2021 Q2	$248K	Sell	4,760 -4	-0.1%	-$192	0.01%	396
2021 Q1	$210K	Buy	+4,764	New	+$200K	0.01%	397

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moneta Group Investment Advisors's PBH Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Prestige Consumer Healthcare (PBH) in Q1 2022, closing a stake of 4,749 shares — an estimated $288K sold.

Moneta Group Investment Advisors first reported a position in PBH in Q1 2021 and held it in 4 quarters. The position peaked at $288K in Q4 2021. 286 funds tracked by Wall St. Rank hold PBH as of Q1 2022.

Moneta Group Investment Advisors reported no remaining Prestige Consumer Healthcare position as of Q1 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 4,749 Prestige Consumer Healthcare shares in Q1 2022, an estimated $288K.
Moneta Group Investment Advisors first reported a position in Prestige Consumer Healthcare in Q1 2021 and held it in 4 quarters.
Moneta Group Investment Advisors's Prestige Consumer Healthcare position peaked at $288K in Q4 2021.
286 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.