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

Triad 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
2024
Q3 		– Sell
-60
Closed -$4.13K – 647
2024
Q2 		$4.13K Buy
+60
New +$4.07K ﹤0.01% 611

Other funds holding PBH

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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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's PBH Position: Q3 2024 in Review

Triad Wealth Partners sold out of Prestige Consumer Healthcare (PBH) in Q3 2024, closing a stake of 60 shares — an estimated $4.13K sold.

Triad Wealth Partners first reported a position in PBH in Q2 2024 and held it in 1 quarter. The position peaked at $4.13K in Q2 2024. 328 funds tracked by Wall St. Rank hold PBH as of Q3 2024.

  • Triad Wealth Partners reported no remaining Prestige Consumer Healthcare position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 60 Prestige Consumer Healthcare shares in Q3 2024, an estimated $4.13K.
  • Triad Wealth Partners first reported a position in Prestige Consumer Healthcare in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Prestige Consumer Healthcare position peaked at $4.13K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.