Arkadios Wealth Advisors’s PLDT PHI Stock Holding History

Arkadios Wealth Advisors’s Portfolio PHI Stock Details PHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-623	Closed	-$16K	–	2005
2021 Q2	$16K	Buy	+623	New	+$16.6K	﹤0.01%	1384

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Arkadios Wealth Advisors's PHI Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of PLDT (PHI) in Q3 2021, closing a stake of 623 shares — an estimated $16K sold.

Arkadios Wealth Advisors first reported a position in PHI in Q2 2021 and held it in 1 quarter. The position peaked at $16K in Q2 2021. 70 funds tracked by Wall St. Rank hold PHI as of Q3 2021.

Arkadios Wealth Advisors reported no remaining PLDT position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 623 PLDT shares in Q3 2021, an estimated $16K.
Arkadios Wealth Advisors first reported a position in PLDT in Q2 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's PLDT position peaked at $16K in Q2 2021.
70 funds tracked by Wall St. Rank held PLDT as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.