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Avior Wealth Management’s PLDT PHI Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-296
Closed -$6.56K – 1881
2024
Q4 		$6.56K Buy
296
+26
+10% +$617 ﹤0.01% 1766
2024
Q3 		$7.26K Hold
270
– – ﹤0.01% 1651
2024
Q2 		$6.63K Hold
270
– – ﹤0.01% 1641
2024
Q1 		$6.66K Buy
+270
New +$6.31K ﹤0.01% 1994

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avior Wealth Management's PHI Position: Q1 2025 in Review

Avior Wealth Management sold out of PLDT (PHI) in Q1 2025, closing a stake of 296 shares — an estimated $6.56K sold.

Avior Wealth Management first reported a position in PHI in Q1 2024 and held it in 4 quarters. The position peaked at $7.26K in Q3 2024. 79 funds tracked by Wall St. Rank hold PHI as of Q1 2025.

  • Avior Wealth Management reported no remaining PLDT position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 296 PLDT shares in Q1 2025, an estimated $6.56K.
  • Avior Wealth Management first reported a position in PLDT in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's PLDT position peaked at $7.26K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held PLDT as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.