BRWA
PHG icon

B. Riley Wealth Advisors’s Philips PHG Stock Holding History

B. Riley 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
2022
Q2 		– Sell
-8,304
Closed -$210K – 1349
2022
Q1 		$210K Buy
8,304
+1,399
+20% +$38.2K 0.01% 1192
2021
Q4 		$211K Sell
6,905
-35
-0.5% -$1.19K 0.01% 1248
2021
Q3 		$255K Sell
6,940
-602
-8% -$22.9K 0.01% 1129
2021
Q2 		$310K Sell
7,542
-1,944
-20% -$89.9K 0.01% 1007
2021
Q1 		$439K Buy
+9,486
New +$431K 0.02% 798
2015
Q1 		– Sell
-1,882
Closed -$38K – 1586
2014
Q4 		$38K Buy
+1,882
New +$37.5K ﹤0.01% 2239
2014
Q3 		– Sell
-3,371
Closed -$74.2K – 1541
2014
Q2 		$74.2K Buy
+3,371
New +$75.8K 0.02% 857

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Advisors's PHG Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Philips (PHG) in Q2 2022, closing a stake of 8,304 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in PHG in Q2 2014 and held it in 7 quarters. The position peaked at $439K in Q1 2021. 292 funds tracked by Wall St. Rank hold PHG as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining Philips position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,304 Philips shares in Q2 2022, an estimated $210K.
  • B. Riley Wealth Advisors first reported a position in Philips in Q2 2014 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Philips position peaked at $439K in Q1 2021.
  • 292 funds tracked by Wall St. Rank held Philips as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.