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WealthShield Partners’s Prestige Consumer Healthcare PBH Stock Holding History

WealthShield 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
2021
Q2 		– Sell
-104
Closed -$5K – 1037
2021
Q1 		$5K Buy
+104
New +$4.37K ﹤0.01% 967

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthShield Partners's PBH Position: Q2 2021 in Review

WealthShield Partners sold out of Prestige Consumer Healthcare (PBH) in Q2 2021, closing a stake of 104 shares — an estimated $5K sold.

WealthShield Partners first reported a position in PBH in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 228 funds tracked by Wall St. Rank hold PBH as of Q2 2021.

  • WealthShield Partners reported no remaining Prestige Consumer Healthcare position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 104 Prestige Consumer Healthcare shares in Q2 2021, an estimated $5K.
  • WealthShield Partners first reported a position in Prestige Consumer Healthcare in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Prestige Consumer Healthcare position peaked at $5K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.