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Prestige Wealth Management Group’s Sotera Health SHC Stock Holding History

Prestige Wealth Management Group’s Portfolio SHC Stock Details SHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-63
Closed -$1.13K – 1085
2023
Q1 		$1.13K Hold
63
– – ﹤0.01% 873
2022
Q4 		$525 Buy
+63
New +$470 ﹤0.01% 1058

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ACH
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MC
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Prestige Wealth Management Group's SHC Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of Sotera Health (SHC) in Q2 2023, closing a stake of 63 shares — an estimated $1.13K sold.

Prestige Wealth Management Group first reported a position in SHC in Q4 2022 and held it in 2 quarters. The position peaked at $1.13K in Q1 2023. 177 funds tracked by Wall St. Rank hold SHC as of Q2 2023.

  • Prestige Wealth Management Group reported no remaining Sotera Health position as of Q2 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 63 Sotera Health shares in Q2 2023, an estimated $1.13K.
  • Prestige Wealth Management Group first reported a position in Sotera Health in Q4 2022 and held it in 2 quarters.
  • Prestige Wealth Management Group's Sotera Health position peaked at $1.13K in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Sotera Health as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.