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Next Financial Group’s Prestige Consumer Healthcare PBH Stock Holding History

Next Financial Group’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
2021
Q4 		$1K Hold
23
– – ﹤0.01% 2777
2021
Q3 		$1K Hold
23
– – ﹤0.01% 2659
2021
Q2 		$1K Hold
23
– – ﹤0.01% 2548
2021
Q1 		$1K Buy
+23
New +$966 ﹤0.01% 2441

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's PBH Position: Q4 2021 in Review

Next Financial Group held its Prestige Consumer Healthcare (PBH) position steady in Q4 2021 at 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

Next Financial Group first reported a position in PBH in Q1 2021 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold PBH as of Q4 2021.

  • Next Financial Group held 23 shares of Prestige Consumer Healthcare worth $1K as of Q4 2021.
  • Next Financial Group left its Prestige Consumer Healthcare share count unchanged in Q4 2021.
  • Prestige Consumer Healthcare made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2777 holding.
  • Next Financial Group first reported a position in Prestige Consumer Healthcare in Q1 2021 and has held it in 4 quarters since.
  • 272 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.