TWP
PBH icon

TFO Wealth Partners’s Prestige Consumer Healthcare PBH Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-4
Closed -$238 – 1049
2023
Q3 		$238 Buy
+4
New +$242 ﹤0.01% 741

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

TFO Wealth Partners's PBH Position: Q4 2023 in Review

TFO Wealth Partners sold out of Prestige Consumer Healthcare (PBH) in Q4 2023, closing a stake of 4 shares — an estimated $238 sold.

TFO Wealth Partners first reported a position in PBH in Q3 2023 and held it in 1 quarter. The position peaked at $238 in Q3 2023. 288 funds tracked by Wall St. Rank hold PBH as of Q4 2023.

  • TFO Wealth Partners reported no remaining Prestige Consumer Healthcare position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Prestige Consumer Healthcare shares in Q4 2023, an estimated $238.
  • TFO Wealth Partners first reported a position in Prestige Consumer Healthcare in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's Prestige Consumer Healthcare position peaked at $238 in Q3 2023.
  • 288 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.