FSC Wealth Advisors’s Philips PHG Stock Holding History

FSC Wealth 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
2023 Q3	–	Sell	-584	Closed	-$11.3K	–	241
2023 Q2	$11.3K	Buy	+584	New	+$10.2K	0.01%	138

Other funds holding PHG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

FSC Wealth Advisors's PHG Position: Q3 2023 in Review

FSC Wealth Advisors sold out of Philips (PHG) in Q3 2023, closing a stake of 584 shares — an estimated $11.3K sold.

FSC Wealth Advisors first reported a position in PHG in Q2 2023 and held it in 1 quarter. The position peaked at $11.3K in Q2 2023. 267 funds tracked by Wall St. Rank hold PHG as of Q3 2023.

FSC Wealth Advisors reported no remaining Philips position as of Q3 2023 after selling out during the quarter.
FSC Wealth Advisors sold 584 Philips shares in Q3 2023, an estimated $11.3K.
FSC Wealth Advisors first reported a position in Philips in Q2 2023 and held it in 1 quarter.
FSC Wealth Advisors's Philips position peaked at $11.3K in Q2 2023.
267 funds tracked by Wall St. Rank held Philips as of Q3 2023.

Based on FSC Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.