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 Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PHG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its Philips (PHG) stake by 94% in Q4 2022, selling an estimated $17.1K and leaving 89 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Heritage Wealth Management (Arizona) first reported a position in PHG in Q1 2021 and has held it in 7 quarters since. The position peaked at $63K in Q1 2021. 273 funds tracked by Wall St. Rank hold PHG as of Q4 2022.

Heritage Wealth Management (Arizona) held 89 shares of Philips worth $1.14K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 1,420 Philips shares in Q4 2022, an estimated $17.1K.
Philips made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1020 holding.
Heritage Wealth Management (Arizona) first reported a position in Philips in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Philips position peaked at $63K in Q1 2021.
273 funds tracked by Wall St. Rank held Philips as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.