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180 Wealth Advisors’s Philips PHG Stock Holding History

180 Wealth Advisors’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,733
Closed -$204K – 461
2024
Q3 		$204K Buy
+6,733
New +$179K 0.03% 411
2021
Q2 		– Sell
-7,414
Closed -$342K – 381
2021
Q1 		$342K Sell
7,414
-63
-0.8% -$2.86K 0.08% 221
2020
Q4 		$331K Sell
7,477
-62
-0.8% -$2.56K 0.1% 205
2020
Q3 		$313K Sell
7,539
-104
-1% -$4.17K 0.12% 176
2020
Q2 		$308K Sell
7,643
-444
-5% -$15.5K 0.12% 174
2020
Q1 		$252K Buy
8,087
+194
+2% +$6.86K 0.13% 176
2019
Q4 		$312K Sell
7,893
-251
-3% -$9.08K 0.12% 194
2019
Q3 		$278K Sell
8,144
-178
-2% -$6.55K 0.12% 201
2019
Q2 		$315K Sell
8,322
-205
-2% -$6.58K 0.14% 175
2019
Q1 		$273K Sell
8,527
-2,072
-20% -$61.7K 0.12% 205
2018
Q4 		$374K Hold
10,599
– – 0.17% 161
2018
Q3 		$374K Buy
10,599
+438
+4% +$15K 0.17% 161
2018
Q2 		$333K Buy
10,161
+2,143
+27% +$68.5K 0.17% 166
2018
Q1 		$230K Buy
+8,018
New +$238K 0.12% 207

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

180 Wealth Advisors's PHG Position: Q4 2024 in Review

180 Wealth Advisors sold out of Philips (PHG) in Q4 2024, closing a stake of 6,733 shares — an estimated $204K sold.

180 Wealth Advisors first reported a position in PHG in Q1 2018 and held it in 14 quarters. The position peaked at $374K in Q4 2018. 316 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

  • 180 Wealth Advisors reported no remaining Philips position as of Q4 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 6,733 Philips shares in Q4 2024, an estimated $204K.
  • 180 Wealth Advisors first reported a position in Philips in Q1 2018 and held it in 14 quarters.
  • 180 Wealth Advisors's Philips position peaked at $374K in Q4 2018.
  • 316 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.