DOA
PHG icon

D'Orazio & Associates’s Philips PHG Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-1,852
Closed -$68K – 536
2021
Q3 		$68K Hold
1,852
– – 0.02% 169
2021
Q2 		$76K Sell
1,852
-35
-2% -$1.62K 0.02% 139
2021
Q1 		$87K Hold
1,887
– – 0.02% 128
2020
Q4 		$83K Hold
1,887
– – 0.03% 117
2020
Q3 		$72K Buy
1,887
+37
+2% +$1.49K 0.03% 117
2020
Q2 		$70K Sell
1,850
-37
-2% -$1.29K 0.03% 115
2020
Q1 		$60K Hold
1,887
– – 0.03% 115
2019
Q4 		$73K Hold
1,887
– – 0.02% 119
2019
Q3 		$69K Hold
1,887
– – 0.02% 119
2019
Q2 		$65K Sell
1,887
-45
-2% -$1.45K 0.02% 122
2019
Q1 		$61K Hold
1,932
– – 0.02% 127
2018
Q4 		$53K Hold
1,932
– – 0.02% 119
2018
Q3 		$68K Hold
1,932
– – 0.02% 105
2018
Q2 		$63K Sell
1,932
-44
-2% -$1.41K 0.02% 109
2018
Q1 		$57K Hold
1,976
– – 0.02% 110
2017
Q4 		$57K Buy
+1,976
New +$59.6K 0.02% 117
2017
Q3 		– Sell
-1,976
Closed -$54K – 310
2017
Q2 		$54K Buy
+1,976
New +$51.8K 0.02% 120

Other funds holding PHG

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FMI
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Bank of America
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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
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return