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V Wealth Advisors’s Parker-Hannifin PH Stock Holding History

V 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
2023
Q3 		– Sell
-5,714
Closed -$2.23M – 287
2023
Q2 		$2.23M Sell
5,714
-94
-2% -$31.8K 0.37% 54
2023
Q1 		$1.95M Sell
5,808
-291
-5% -$96.4K 0.37% 58
2022
Q4 		$1.77M Sell
6,099
-52
-0.8% -$14.9K 0.37% 59
2022
Q3 		$1.49M Sell
6,151
-2
-0% -$541 0.3% 76
2022
Q2 		$1.51M Buy
6,153
+56
+0.9% +$15K 0.29% 82
2022
Q1 		$1.73M Buy
6,097
+139
+2% +$41.9K 0.28% 82
2021
Q4 		$1.9M Buy
5,958
+261
+5% +$80.7K 0.28% 79
2021
Q3 		$1.59M Buy
5,697
+318
+6% +$94.6K 0.25% 93
2021
Q2 		$1.65M Buy
5,379
+70
+1% +$21.7K 0.26% 91
2021
Q1 		$1.68M Buy
5,309
+589
+12% +$170K 0.31% 73
2020
Q4 		$1.29M Buy
+4,720
New +$1.17M 0.27% 99

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

V Wealth Advisors's PH Position: Q3 2023 in Review

V Wealth Advisors sold out of Parker-Hannifin (PH) in Q3 2023, closing a stake of 5,714 shares — an estimated $2.23M sold.

V Wealth Advisors first reported a position in PH in Q4 2020 and held it in 11 quarters. The position peaked at $2.23M in Q2 2023. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

  • V Wealth Advisors reported no remaining Parker-Hannifin position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 5,714 Parker-Hannifin shares in Q3 2023, an estimated $2.23M.
  • V Wealth Advisors first reported a position in Parker-Hannifin in Q4 2020 and held it in 11 quarters.
  • V Wealth Advisors's Parker-Hannifin position peaked at $2.23M in Q2 2023.
  • 1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.