HGWM
PHG icon

Harvest Group Wealth Management’s Philips PHG Stock Holding History

Harvest Group Wealth Management’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
Q1 		$6.94K Buy
441
+178
+68% +$2.56K ﹤0.01% 88
2022
Q4 		$3.37K Hold
263
– – ﹤0.01% 97
2022
Q3 		$3K Buy
263
+110
+72% +$1.79K ﹤0.01% 101
2022
Q2 		$3K Buy
+153
New +$3.3K ﹤0.01% 112

Other funds holding PHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harvest Group Wealth Management's PHG Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Philips (PHG) stake by 68% in Q1 2023, buying an estimated $2.56K and bringing the position to 441 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #88.

Harvest Group Wealth Management first reported a position in PHG in Q2 2022 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold PHG as of Q1 2023.

  • Harvest Group Wealth Management held 441 shares of Philips worth $6.94K as of Q1 2023.
  • Harvest Group Wealth Management bought 178 Philips shares in Q1 2023, an estimated $2.56K.
  • Philips made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #88 holding.
  • Harvest Group Wealth Management first reported a position in Philips in Q2 2022 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held Philips as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.