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WealthSource Partners’s Parker-Hannifin PH Stock Holding History

WealthSource Partners’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
2022
Q2 		– Sell
-764
Closed -$217K – 578
2022
Q1 		$217K Sell
764
-16
-2% -$4.82K 0.01% 527
2021
Q4 		$248K Buy
+780
New +$241K 0.02% 479

Other funds holding PH

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

WealthSource Partners's PH Position: Q2 2022 in Review

WealthSource Partners sold out of Parker-Hannifin (PH) in Q2 2022, closing a stake of 764 shares — an estimated $217K sold.

WealthSource Partners first reported a position in PH in Q4 2021 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 917 funds tracked by Wall St. Rank hold PH as of Q2 2022.

  • WealthSource Partners reported no remaining Parker-Hannifin position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 764 Parker-Hannifin shares in Q2 2022, an estimated $217K.
  • WealthSource Partners first reported a position in Parker-Hannifin in Q4 2021 and held it in 2 quarters.
  • WealthSource Partners's Parker-Hannifin position peaked at $248K in Q4 2021.
  • 917 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.