BHWM
PHG icon

Beaird Harris Wealth Management’s Philips PHG Stock Holding History

Beaird Harris Wealth Management’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
-133
Closed -$3K – 549
2022
Q1 		$3K Buy
+133
New +$3.63K ﹤0.01% 493

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

Beaird Harris Wealth Management's PHG Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of Philips (PHG) in Q2 2022, closing a stake of 133 shares — an estimated $3K sold.

Beaird Harris Wealth Management first reported a position in PHG in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 292 funds tracked by Wall St. Rank hold PHG as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining Philips position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 133 Philips shares in Q2 2022, an estimated $3K.
  • Beaird Harris Wealth Management first reported a position in Philips in Q1 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Philips position peaked at $3K in Q1 2022.
  • 292 funds tracked by Wall St. Rank held Philips as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.