BRWA
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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 -$38 – 1588
2014
Q4 		$38 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 $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return