AWA
PHG icon

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 – 1433
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
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return