HWM
PHG icon

HighMark Wealth Management’s Philips PHG Stock Holding History

HighMark 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
2022
Q2 		– Sell
-103
Closed -$3K – 533
2022
Q1 		$3K Hold
103
– – ﹤0.01% 418
2021
Q4 		$3K Hold
103
– – ﹤0.01% 413
2021
Q3 		$4K Buy
103
+12
+13% +$456 ﹤0.01% 392
2021
Q2 		$4K Buy
91
+18
+25% +$832 ﹤0.01% 397
2021
Q1 		$3K Sell
73
-21
-22% -$953 ﹤0.01% 397
2020
Q4 		$4K Hold
94
– – ﹤0.01% 363
2020
Q3 		$4K Buy
94
+20
+27% +$803 ﹤0.01% 352
2020
Q2 		$3K Buy
+74
New +$2.58K ﹤0.01% 368

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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