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Wealthspire Advisors (Maryland)’s Prestige Consumer Healthcare PBH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-528
Closed -$16K – 1551
2019
Q1 		$16K Sell
528
-310
-37% -$8.88K ﹤0.01% 1364
2018
Q4 		$26K Buy
838
+34
+4% +$1.24K ﹤0.01% 1111
2018
Q3 		$30K Buy
804
+4
+0.5% +$151 ﹤0.01% 1153
2018
Q2 		$31K Sell
800
-200
-20% -$6.74K ﹤0.01% 1143
2018
Q1 		$34K Buy
1,000
+194
+24% +$7.44K ﹤0.01% 1126
2017
Q4 		$36K Buy
806
+71
+10% +$3.23K ﹤0.01% 1133
2017
Q3 		$37K Buy
735
+184
+33% +$9.4K ﹤0.01% 1082
2017
Q2 		$29K Buy
551
+372
+208% +$19.9K ﹤0.01% 1134
2017
Q1 		$10K Hold
179
– – ﹤0.01% 1348
2016
Q4 		$9K Sell
179
-136
-43% -$6.56K ﹤0.01% 1259
2016
Q3 		$15K Hold
315
– – ﹤0.01% 1142
2016
Q2 		$17K Sell
315
-70
-18% -$3.86K ﹤0.01% 1048
2016
Q1 		$21K Sell
385
-40
-9% -$1.97K ﹤0.01% 961
2015
Q4 		$22K Buy
+425
New +$21.1K ﹤0.01% 937

Other funds holding PBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PBH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Prestige Consumer Healthcare (PBH) in Q2 2019, closing a stake of 528 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in PBH in Q4 2015 and held it in 14 quarters. The position peaked at $37K in Q3 2017. 212 funds tracked by Wall St. Rank hold PBH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Prestige Consumer Healthcare position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 528 Prestige Consumer Healthcare shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in Prestige Consumer Healthcare in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Prestige Consumer Healthcare position peaked at $37K in Q3 2017.
  • 212 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.