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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return