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Arkadios Wealth Advisors’s Philips PHG Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-108
Closed -$3K – 1431
2021
Q3 		$3K Sell
108
-1
-0.9% -$38 ﹤0.01% 1720
2021
Q2 		$4K Sell
109
-2
-2% -$92 ﹤0.01% 1773
2021
Q1 		$5K Hold
111
– – ﹤0.01% 1372
2020
Q4 		$4K Buy
+111
New +$4.58K ﹤0.01% 1162
2020
Q2 		– Sell
-644
Closed -$20.6K – 1092
2020
Q1 		$20.6K Sell
644
-52
-7% -$1.84K 0.01% 482
2019
Q4 		$26.8K Buy
+696
New +$25.2K 0.02% 408

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Arkadios Wealth Advisors's PHG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Philips (PHG) in Q4 2021, closing a stake of 108 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in PHG in Q4 2019 and held it in 6 quarters. The position peaked at $26.8K in Q4 2019. 348 funds tracked by Wall St. Rank hold PHG as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Philips position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 108 Philips shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in Philips in Q4 2019 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Philips position peaked at $26.8K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held Philips as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.