FPAS
PHG icon

Focus Partners Advisor Solutions’s Philips PHG Stock Holding History

Focus Partners Advisor Solutions’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
Q4 		– Sell
-7,958
Closed -$241K – 852
2024
Q3 		$241K Buy
+7,958
New +$211K 0.01% 661

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Focus Partners Advisor Solutions's PHG Position: Q4 2024 in Review

Focus Partners Advisor Solutions sold out of Philips (PHG) in Q4 2024, closing a stake of 7,958 shares — an estimated $241K sold.

Focus Partners Advisor Solutions first reported a position in PHG in Q3 2024 and held it in 1 quarter. The position peaked at $241K in Q3 2024. 315 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

  • Focus Partners Advisor Solutions reported no remaining Philips position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 7,958 Philips shares in Q4 2024, an estimated $241K.
  • Focus Partners Advisor Solutions first reported a position in Philips in Q3 2024 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's Philips position peaked at $241K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2024, filed 18 Feb 2025.