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WR Wealth Planners’s Phibro Animal Health PAHC Stock Holding History

WR Wealth Planners’s Portfolio PAHC Stock Details PAHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-608
Closed -$9.31K – 956
2023
Q1 		$9.31K Buy
+608
New +$9.29K ﹤0.01% 574

Other funds holding PAHC

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WR Wealth Planners's PAHC Position: Q2 2023 in Review

WR Wealth Planners sold out of Phibro Animal Health (PAHC) in Q2 2023, closing a stake of 608 shares — an estimated $9.31K sold.

WR Wealth Planners first reported a position in PAHC in Q1 2023 and held it in 1 quarter. The position peaked at $9.31K in Q1 2023. 131 funds tracked by Wall St. Rank hold PAHC as of Q2 2023.

  • WR Wealth Planners reported no remaining Phibro Animal Health position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 608 Phibro Animal Health shares in Q2 2023, an estimated $9.31K.
  • WR Wealth Planners first reported a position in Phibro Animal Health in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Phibro Animal Health position peaked at $9.31K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Phibro Animal Health as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.