Gradient Investments’s PLDT PHI Stock Holding History

Gradient Investments’s Portfolio PHI Stock Details PHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32	Closed	-$750	–	1667
2023 Q4	$750	Hold	32	–	–	﹤0.01%	1501
2023 Q3	$661	Hold	32	–	–	﹤0.01%	1493
2023 Q2	$748	Buy	+32	New	+$721	﹤0.01%	1446

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

NIA

NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Gradient Investments's PHI Position: Q1 2024 in Review

Gradient Investments sold out of PLDT (PHI) in Q1 2024, closing a stake of 32 shares — an estimated $750 sold.

Gradient Investments first reported a position in PHI in Q2 2023 and held it in 3 quarters. The position peaked at $750 in Q4 2023. 75 funds tracked by Wall St. Rank hold PHI as of Q1 2024.

Gradient Investments reported no remaining PLDT position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 32 PLDT shares in Q1 2024, an estimated $750.
Gradient Investments first reported a position in PLDT in Q2 2023 and held it in 3 quarters.
Gradient Investments's PLDT position peaked at $750 in Q4 2023.
75 funds tracked by Wall St. Rank held PLDT as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.