Sutton Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-728	Closed	-$45.6K	–	1345
2022 Q4	$45.6K	Buy	728 +2	+0.3%	+$115	0.02%	416
2022 Q3	$36.2K	Sell	726 -6	-0.8%	-$332	0.01%	463
2022 Q2	$43K	Buy	732 +6	+0.8%	+$331	0.02%	419
2022 Q1	$38.4K	Sell	726 -10	-1%	-$577	0.01%	491
2021 Q4	$44.6K	Buy	736 +12	+2%	+$712	0.01%	452
2021 Q3	$40.6K	Hold	724	–	–	0.02%	459
2021 Q2	$37.7K	Buy	+724	New	+$34.8K	0.01%	489
2016 Q2	–	Sell	-896	Closed	-$47.8K	–	1058
2016 Q1	$47.8K	Buy	+896	New	+$44.1K	0.05%	252

Other funds holding PBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sutton Wealth Advisors's PBH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Prestige Consumer Healthcare (PBH) in Q1 2023, closing a stake of 728 shares — an estimated $45.6K sold.

Sutton Wealth Advisors first reported a position in PBH in Q1 2016 and held it in 8 quarters. The position peaked at $47.8K in Q1 2016. 283 funds tracked by Wall St. Rank hold PBH as of Q1 2023.

Sutton Wealth Advisors reported no remaining Prestige Consumer Healthcare position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 728 Prestige Consumer Healthcare shares in Q1 2023, an estimated $45.6K.
Sutton Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q1 2016 and held it in 8 quarters.
Sutton Wealth Advisors's Prestige Consumer Healthcare position peaked at $47.8K in Q1 2016.
283 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.