CA
PHG icon

Cetera Advisors’s Philips PHG Stock Holding History

Cetera 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
2024
Q1 		$273K Buy
+15,286
New +$293K ﹤0.01% 1995
2021
Q4 		– Sell
-14,314
Closed -$525K – 1507
2021
Q3 		$525K Buy
14,314
+1,549
+12% +$58.9K 0.01% 866
2021
Q2 		$524K Buy
12,765
+2,983
+30% +$138K 0.01% 805
2021
Q1 		$452K Sell
9,782
-687
-7% -$31.2K 0.01% 780
2020
Q4 		$460K Buy
10,469
+108
+1% +$4.46K 0.01% 668
2020
Q3 		$396K Buy
10,361
+3,349
+48% +$134K 0.01% 636
2020
Q2 		$266K Sell
7,012
-417
-6% -$14.5K 0.01% 741
2020
Q1 		$237K Sell
7,429
-1,895
-20% -$67K 0.01% 675
2019
Q4 		$361K Buy
9,324
+49
+0.5% +$1.77K 0.02% 650
2019
Q3 		$340K Buy
+9,275
New +$341K 0.02% 653

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return