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Precision Wealth Strategies’s Parker-Hannifin PH Stock Holding History

Precision Wealth Strategies’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,041
Closed -$320K – 130
2021
Q2 		$320K Buy
+1,041
New +$322K 0.28% 72

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Precision Wealth Strategies's PH Position: Q3 2021 in Review

Precision Wealth Strategies sold out of Parker-Hannifin (PH) in Q3 2021, closing a stake of 1,041 shares — an estimated $320K sold.

Precision Wealth Strategies first reported a position in PH in Q2 2021 and held it in 1 quarter. The position peaked at $320K in Q2 2021. 889 funds tracked by Wall St. Rank hold PH as of Q3 2021.

  • Precision Wealth Strategies reported no remaining Parker-Hannifin position as of Q3 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,041 Parker-Hannifin shares in Q3 2021, an estimated $320K.
  • Precision Wealth Strategies first reported a position in Parker-Hannifin in Q2 2021 and held it in 1 quarter.
  • Precision Wealth Strategies's Parker-Hannifin position peaked at $320K in Q2 2021.
  • 889 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2021.

Based on Precision Wealth Strategies's 13F filing for Q3 2021, filed 2 Nov 2021.