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Prestige Wealth Management Group’s Healthcare Services Group HCSG Stock Holding History

Prestige Wealth Management Group’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-73
Closed -$3K – 774
2018
Q4 		$3K Buy
+73
New +$3.09K ﹤0.01% 721

Other funds holding HCSG

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Vanguard Group
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prestige Wealth Management Group's HCSG Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Healthcare Services Group (HCSG) in Q1 2019, closing a stake of 73 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in HCSG in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 296 funds tracked by Wall St. Rank hold HCSG as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Healthcare Services Group position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 73 Healthcare Services Group shares in Q1 2019, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in Healthcare Services Group in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Healthcare Services Group position peaked at $3K in Q4 2018.
  • 296 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.