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Financial & Tax Architects’s Philips PHG Stock Holding History

Financial & Tax Architects’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 		– Sell
-15,102
Closed -$315K – 95
2023
Q4 		$315K Sell
15,102
-857
-5% -$15.6K 0.09% 71
2023
Q3 		$285K Sell
15,959
-1,031
-6% -$19.8K 0.09% 73
2023
Q2 		$330K Sell
16,990
-4,283
-20% -$74.9K 0.1% 64
2023
Q1 		$334K Sell
21,273
-1,176
-5% -$16.9K 0.11% 63
2022
Q4 		$318K Buy
+22,449
New +$271K 0.11% 66

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $5.57B AUM 9.46% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial & Tax Architects's PHG Position: Q1 2024 in Review

Financial & Tax Architects sold out of Philips (PHG) in Q1 2024, closing a stake of 15,102 shares — an estimated $315K sold.

Financial & Tax Architects first reported a position in PHG in Q4 2022 and held it in 5 quarters. The position peaked at $334K in Q1 2023. 281 funds tracked by Wall St. Rank hold PHG as of Q1 2024.

  • Financial & Tax Architects reported no remaining Philips position as of Q1 2024 after selling out during the quarter.
  • Financial & Tax Architects sold 15,102 Philips shares in Q1 2024, an estimated $315K.
  • Financial & Tax Architects first reported a position in Philips in Q4 2022 and held it in 5 quarters.
  • Financial & Tax Architects's Philips position peaked at $334K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Philips as of Q1 2024.

Based on Financial & Tax Architects's 13F filing for Q1 2024, filed 8 May 2024.