Belpointe Asset Management’s PLDT PHI Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-2,000	Closed	-$50.5K	–	2559
2023 Q1	$50.5K	Hold	2,000	–	–	﹤0.01%	1688
2022 Q4	$45.6K	Buy	+2,000	New	+$52.9K	﹤0.01%	1666

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Belpointe Asset Management's PHI Position: Q2 2023 in Review

Belpointe Asset Management sold out of PLDT (PHI) in Q2 2023, closing a stake of 2,000 shares — an estimated $50.5K sold.

Belpointe Asset Management first reported a position in PHI in Q4 2022 and held it in 2 quarters. The position peaked at $50.5K in Q1 2023. 63 funds tracked by Wall St. Rank hold PHI as of Q2 2023.

Belpointe Asset Management reported no remaining PLDT position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,000 PLDT shares in Q2 2023, an estimated $50.5K.
Belpointe Asset Management first reported a position in PLDT in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's PLDT position peaked at $50.5K in Q1 2023.
63 funds tracked by Wall St. Rank held PLDT as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.