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Sowell Financial Services’s Prestige Consumer Healthcare PBH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-132
Closed -$6K – 2065
2021
Q1 		$6K Buy
+132
New +$5.55K ﹤0.01% 2541
2019
Q4 		– Sell
-25
Closed -$1K – 2613
2019
Q3 		$1K Buy
+25
New +$824 ﹤0.01% 2286

Other funds holding PBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's PBH Position: Q2 2021 in Review

Sowell Financial Services sold out of Prestige Consumer Healthcare (PBH) in Q2 2021, closing a stake of 132 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in PBH in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 228 funds tracked by Wall St. Rank hold PBH as of Q2 2021.

  • Sowell Financial Services reported no remaining Prestige Consumer Healthcare position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 132 Prestige Consumer Healthcare shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Prestige Consumer Healthcare in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Prestige Consumer Healthcare position peaked at $6K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.