ACA
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Atlas Capital Advisors’s Philips PHG Stock Holding History

Atlas Capital 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
2025
Q2 		– Sell
-935
Closed -$22K – 986
2025
Q1 		$22K Hold
935
– – ﹤0.01% 729
2024
Q4 		$21.9K Sell
935
-10,729
-92% -$277K ﹤0.01% 711
2024
Q3 		$353K Buy
11,664
+186
+2% +$4.94K 0.05% 285
2024
Q2 		$268K Buy
+11,478
New +$258K 0.03% 337
2024
Q1 		– Sell
-3,478
Closed -$72.6K – 946
2023
Q4 		$72.6K Buy
+3,478
New +$63.2K 0.01% 541
2022
Q1 		– Sell
-363
Closed -$11.1K – 955
2021
Q4 		$11.1K Sell
363
-131
-27% -$4.45K ﹤0.01% 706
2021
Q3 		$18.1K Hold
494
– – ﹤0.01% 651
2021
Q2 		$20.3K Sell
494
-9
-2% -$416 ﹤0.01% 650
2021
Q1 		$23.3K Hold
503
– – ﹤0.01% 580
2020
Q4 		$22.1K Buy
+503
New +$20.8K ﹤0.01% 530
2020
Q3 		– Sell
-503
Closed -$19.1K – 507
2020
Q2 		$19.1K Sell
503
-566
-53% -$19.7K ﹤0.01% 553
2020
Q1 		$34.1K Hold
1,069
– – 0.01% 474
2019
Q4 		$41.5K Hold
1,069
– – 0.01% 486
2019
Q3 		$39.2K Hold
1,069
– – 0.01% 478
2019
Q2 		$37K Buy
+1,069
New +$34.3K 0.01% 497

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Morgan Stanley
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CCM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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