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WealthPLAN Partners’s PVH PVH Stock Holding History

WealthPLAN Partners’s Portfolio PVH Stock Details PVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-422
Closed -$35.8K – 933
2023
Q2 		$35.8K Sell
422
-21
-5% -$1.77K 0.01% 572
2023
Q1 		$39.5K Buy
+443
New +$36.1K ﹤0.01% 603
2017
Q2 		– Sell
-79
Closed -$8.06K – 363
2017
Q1 		$8.06K Buy
+79
New +$7.31K 0.03% 295
2016
Q3 		$17.2K Sell
153
-153
-50% -$15.8K 0.01% 509
2016
Q2 		$14.4K Buy
+306
New +$28.8K ﹤0.01% 1578
2015
Q4 		$8.27K Buy
+336
New +$29.7K ﹤0.01% 1206
2015
Q2 		$13K Sell
111
-23
-17% -$2.5K 0.01% 292
2015
Q1 		$13K Buy
+134
New +$14.5K 0.01% 357

Other funds holding PVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's PVH Position: Q3 2023 in Review

WealthPLAN Partners sold out of PVH (PVH) in Q3 2023, closing a stake of 422 shares — an estimated $35.8K sold.

WealthPLAN Partners first reported a position in PVH in Q1 2015 and held it in 8 quarters. The position peaked at $39.5K in Q1 2023. 314 funds tracked by Wall St. Rank hold PVH as of Q3 2023.

  • WealthPLAN Partners reported no remaining PVH position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 422 PVH shares in Q3 2023, an estimated $35.8K.
  • WealthPLAN Partners first reported a position in PVH in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's PVH position peaked at $39.5K in Q1 2023.
  • 314 funds tracked by Wall St. Rank held PVH as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.