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Global Wealth Management Investment Advisory’s Philips PHG Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-370
Closed -$16K – 505
2020
Q4 		$16K Buy
+370
New +$15.3K 0.01% 249

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FMI
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AllianceBernstein
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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
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TGHSA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Global Wealth Management Investment Advisory's PHG Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Philips (PHG) in Q1 2021, closing a stake of 370 shares — an estimated $16K sold.

Global Wealth Management Investment Advisory first reported a position in PHG in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 376 funds tracked by Wall St. Rank hold PHG as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining Philips position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 370 Philips shares in Q1 2021, an estimated $16K.
  • Global Wealth Management Investment Advisory first reported a position in Philips in Q4 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Philips position peaked at $16K in Q4 2020.
  • 376 funds tracked by Wall St. Rank held Philips as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.