TRUE Private Wealth Advisors’s Parker-Hannifin PH Stock Holding History

TRUE Private Wealth Advisors’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-177	Closed	-$48K	–	568
2020 Q4	$48K	Hold	177	–	–	0.01%	355
2020 Q3	$35K	Hold	177	–	–	0.01%	366
2020 Q2	$32K	Hold	177	–	–	0.01%	365
2020 Q1	$22K	Sell	177 -380	-68%	-$68.8K	﹤0.01%	371
2019 Q4	$114K	Buy	+557	New	+$108K	0.02%	273
2019 Q3	–	Sell	-205	Closed	-$34K	–	580
2019 Q2	$34K	Buy	+205	New	+$35.4K	0.01%	388
2019 Q1	–	Sell	-7,029	Closed	-$1.05M	–	237
2018 Q4	$1.05M	Buy	7,029 +6,587	+1,490%	+$1.07M	0.18%	86
2018 Q3	$81.3K	Buy	+442	New	+$75.9K	0.01%	396

Other funds holding PH

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TRUE Private Wealth Advisors's PH Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2021, closing a stake of 177 shares — an estimated $48K sold.

TRUE Private Wealth Advisors first reported a position in PH in Q3 2018 and held it in 8 quarters. The position peaked at $1.05M in Q4 2018. 925 funds tracked by Wall St. Rank hold PH as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 177 Parker-Hannifin shares in Q1 2021, an estimated $48K.
TRUE Private Wealth Advisors first reported a position in Parker-Hannifin in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Parker-Hannifin position peaked at $1.05M in Q4 2018.
925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.