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

TCI 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
Q2 		– Sell
-385
Closed -$24.1K – 1627
2023
Q1 		$24.1K Sell
385
-5
-1% -$312 ﹤0.01% 636
2022
Q4 		$24.4K Buy
390
+29
+8% +$1.66K ﹤0.01% 607
2022
Q3 		$18K Buy
361
+212
+142% +$11.7K ﹤0.01% 709
2022
Q2 		$9K Buy
149
+25
+20% +$1.38K ﹤0.01% 1095
2022
Q1 		$6K Buy
124
+22
+22% +$1.27K ﹤0.01% 1447
2021
Q4 		$6K Hold
102
– – ﹤0.01% 1558
2021
Q3 		$6K Buy
102
+8
+9% +$439 ﹤0.01% 1489
2021
Q2 		$5K Buy
94
+31
+49% +$1.49K ﹤0.01% 1467
2021
Q1 		$3K Buy
63
+50
+385% +$2.1K ﹤0.01% 1561
2020
Q4 		$0 Hold
13
– – ﹤0.01% 1626
2020
Q3 		$0 Sell
13
-20
-61% -$744 ﹤0.01% 1628
2020
Q2 		$1K Sell
33
-23
-41% -$920 ﹤0.01% 1312
2020
Q1 		$2K Buy
+56
New +$2.17K ﹤0.01% 1059
2018
Q4 		– Sell
-14
Closed -$1K – 1590
2018
Q3 		$1K Sell
14
-25
-64% -$946 ﹤0.01% 1290
2018
Q2 		$1K Buy
+39
New +$1.31K ﹤0.01% 1347
2016
Q4 		– Sell
-20
Closed -$1K – 1431
2016
Q3 		$1K Buy
20
+3
+18% +$152 ﹤0.01% 1184
2016
Q2 		$1K Hold
17
– – ﹤0.01% 1117
2016
Q1 		$1K Buy
+17
New +$837 ﹤0.01% 1127

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

TCI Wealth Advisors's PBH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Prestige Consumer Healthcare (PBH) in Q2 2023, closing a stake of 385 shares — an estimated $24.1K sold.

TCI Wealth Advisors first reported a position in PBH in Q1 2016 and held it in 18 quarters. The position peaked at $24.4K in Q4 2022. 279 funds tracked by Wall St. Rank hold PBH as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Prestige Consumer Healthcare position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 385 Prestige Consumer Healthcare shares in Q2 2023, an estimated $24.1K.
  • TCI Wealth Advisors first reported a position in Prestige Consumer Healthcare in Q1 2016 and held it in 18 quarters.
  • TCI Wealth Advisors's Prestige Consumer Healthcare position peaked at $24.4K in Q4 2022.
  • 279 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.