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

Physician 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
2025
Q1 		– Sell
-149
Closed -$11.6K – 1504
2024
Q4 		$11.6K Buy
+149
New +$11.6K ﹤0.01% 605

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Physician Wealth Advisors's PBH Position: Q1 2025 in Review

Physician Wealth Advisors sold out of Prestige Consumer Healthcare (PBH) in Q1 2025, closing a stake of 149 shares — an estimated $11.6K sold.

Physician Wealth Advisors first reported a position in PBH in Q4 2024 and held it in 1 quarter. The position peaked at $11.6K in Q4 2024. 359 funds tracked by Wall St. Rank hold PBH as of Q1 2025.

  • Physician Wealth Advisors reported no remaining Prestige Consumer Healthcare position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 149 Prestige Consumer Healthcare shares in Q1 2025, an estimated $11.6K.
  • Physician Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's Prestige Consumer Healthcare position peaked at $11.6K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.