HWMA
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Heritage Wealth Management (Arizona)’s Philips PHG Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.14K Sell
89
-1,420
-94% -$17.1K ﹤0.01% 1020
2022
Q3 		$20K Sell
1,509
-23
-2% -$373 0.01% 528
2022
Q2 		$28.2K Sell
1,532
-90
-6% -$1.94K 0.01% 495
2022
Q1 		$41K Buy
+1,622
New +$44.3K 0.01% 501
2021
Q3 		$54K Buy
1,479
+42
+3% +$1.6K 0.02% 435
2021
Q2 		$59K Buy
1,437
+67
+5% +$3.1K 0.02% 434
2021
Q1 		$63K Buy
+1,370
New +$62.2K 0.04% 331

Other funds holding PHG

Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return