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WR Wealth Planners’s Prestige Consumer Healthcare PBH Stock Holding History

WR Wealth Planners’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
2023
Q2 		– Sell
-144
Closed -$9.02K – 958
2023
Q1 		$9.02K Buy
+144
New +$8.99K ﹤0.01% 581

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

WR Wealth Planners sold out of Prestige Consumer Healthcare (PBH) in Q2 2023, closing a stake of 144 shares — an estimated $9.02K sold.

WR Wealth Planners first reported a position in PBH in Q1 2023 and held it in 1 quarter. The position peaked at $9.02K in Q1 2023. 279 funds tracked by Wall St. Rank hold PBH as of Q2 2023.

  • WR Wealth Planners reported no remaining Prestige Consumer Healthcare position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 144 Prestige Consumer Healthcare shares in Q2 2023, an estimated $9.02K.
  • WR Wealth Planners first reported a position in Prestige Consumer Healthcare in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Prestige Consumer Healthcare position peaked at $9.02K in Q1 2023.
  • 279 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q2 2023.

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