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Planning Capital Management Corporation’s Prestige Consumer Healthcare PBH Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$20.2K Hold
280
– – 0.01% 291
2024
Q2 		$19.3K Hold
280
– – 0.01% 289
2024
Q1 		$20.3K Hold
280
– – 0.01% 288
2023
Q4 		$17.1K Buy
+280
New +$16.6K 0.01% 322

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AI
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Macquarie Group
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planning Capital Management Corporation's PBH Position: Q3 2024 in Review

Planning Capital Management Corporation held its Prestige Consumer Healthcare (PBH) position steady in Q3 2024 at 280 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #291.

Planning Capital Management Corporation first reported a position in PBH in Q4 2023 and has held it in 4 quarters since. The position peaked at $20.3K in Q1 2024. 328 funds tracked by Wall St. Rank hold PBH as of Q3 2024.

  • Planning Capital Management Corporation held 280 shares of Prestige Consumer Healthcare worth $20.2K as of Q3 2024.
  • Planning Capital Management Corporation left its Prestige Consumer Healthcare share count unchanged in Q3 2024.
  • Prestige Consumer Healthcare made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #291 holding.
  • Planning Capital Management Corporation first reported a position in Prestige Consumer Healthcare in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Prestige Consumer Healthcare position peaked at $20.3K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.