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ICA Group Wealth Management’s Philips PHG Stock Holding History

ICA 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
2024
Q1 		– Sell
-121
Closed -$2.52K – 1406
2023
Q4 		$2.52K Buy
+121
New +$2.2K ﹤0.01% 1149
2023
Q3 		– Sell
-121
Closed -$2.34K – 936
2023
Q2 		$2.34K Hold
121
– – ﹤0.01% 1111
2023
Q1 		$1.91K Hold
121
– – ﹤0.01% 1092
2022
Q4 		$1.56K Buy
+121
New +$1.46K ﹤0.01% 1136

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ICA Group Wealth Management's PHG Position: Q1 2024 in Review

ICA Group Wealth Management sold out of Philips (PHG) in Q1 2024, closing a stake of 121 shares — an estimated $2.52K sold.

ICA Group Wealth Management first reported a position in PHG in Q4 2022 and held it in 4 quarters. The position peaked at $2.52K in Q4 2023. 280 funds tracked by Wall St. Rank hold PHG as of Q1 2024.

  • ICA Group Wealth Management reported no remaining Philips position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 121 Philips shares in Q1 2024, an estimated $2.52K.
  • ICA Group Wealth Management first reported a position in Philips in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's Philips position peaked at $2.52K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Philips as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.