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IHT Wealth Management’s Philips PHG Stock Holding History

IHT 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
Q4 		– Sell
-647,310
Closed -$120 – 1172
2024
Q3 		$120 Buy
+647,310
New +$17.2M ﹤0.01% 1143
2021
Q4 		– Sell
-7,179
Closed -$264K – 840
2021
Q3 		$264K Sell
7,179
-1,375
-16% -$52.3K 0.02% 638
2021
Q2 		$351K Sell
8,554
-1,275
-13% -$59K 0.02% 648
2021
Q1 		$455K Buy
+9,829
New +$446K 0.03% 488
2020
Q3 		– Sell
-9,892
Closed -$376K – 685
2020
Q2 		$376K Sell
9,892
-161
-2% -$5.6K 0.05% 353
2020
Q1 		$321K Sell
10,053
-1,104
-10% -$39.1K 0.05% 382
2019
Q4 		$433K Buy
11,157
+48
+0.4% +$1.74K 0.05% 355
2019
Q3 		$407K Buy
11,109
+3,471
+45% +$128K 0.06% 361
2019
Q2 		$265K Sell
7,638
-916
-11% -$29.4K 0.04% 425
2019
Q1 		$271K Sell
8,554
-128
-1% -$3.81K 0.05% 382
2018
Q4 		$237K Sell
8,682
-4
-0% -$118 0.05% 388
2018
Q3 		$307K Hold
8,686
– – 0.07% 318
2018
Q2 		$285K Sell
8,686
-145
-2% -$4.64K 0.07% 318
2018
Q1 		$253K Sell
8,831
-652
-7% -$19.4K 0.07% 308
2017
Q4 		$286K Buy
9,483
+916
+11% +$27.6K 0.08% 291
2017
Q3 		$267K Hold
8,567
– – 0.11% 204
2017
Q2 		$5K Buy
8,567
+1,325
+18% +$34.7K ﹤0.01% 1106
2017
Q1 		$170K Sell
7,242
-683
-9% -$15.3K 0.11% 202
2016
Q4 		$177K Buy
+7,925
New +$173K 0.13% 185

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IHT Wealth Management's PHG Position: Q4 2024 in Review

IHT Wealth Management sold out of Philips (PHG) in Q4 2024, closing a stake of 647,310 shares — an estimated $120 sold.

IHT Wealth Management first reported a position in PHG in Q4 2016 and held it in 19 quarters. The position peaked at $455K in Q1 2021. 316 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

  • IHT Wealth Management reported no remaining Philips position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 647,310 Philips shares in Q4 2024, an estimated $120.
  • IHT Wealth Management first reported a position in Philips in Q4 2016 and held it in 19 quarters.
  • IHT Wealth Management's Philips position peaked at $455K in Q1 2021.
  • 316 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.