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One Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

One 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
Q1 		– Sell
-296
Closed -$18.5K – 480
2022
Q4 		$18.5K Buy
+296
New +$17K ﹤0.01% 543

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

One Wealth Advisors's PBH Position: Q1 2023 in Review

One Wealth Advisors sold out of Prestige Consumer Healthcare (PBH) in Q1 2023, closing a stake of 296 shares — an estimated $18.5K sold.

One Wealth Advisors first reported a position in PBH in Q4 2022 and held it in 1 quarter. The position peaked at $18.5K in Q4 2022. 283 funds tracked by Wall St. Rank hold PBH as of Q1 2023.

  • One Wealth Advisors reported no remaining Prestige Consumer Healthcare position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 296 Prestige Consumer Healthcare shares in Q1 2023, an estimated $18.5K.
  • One Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's Prestige Consumer Healthcare position peaked at $18.5K in Q4 2022.
  • 283 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.