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Insight Wealth Strategies’s Philips PHG Stock Holding History

Insight Wealth Strategies’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
-53,214
Closed -$1.34M – 159
2022
Q1 		$1.34M Buy
53,214
+3,351
+7% +$91.5K 0.2% 87
2021
Q4 		$1.52M Buy
49,863
+5,654
+13% +$192K 0.22% 70
2021
Q3 		$1.62M Buy
44,209
+6,922
+19% +$263K 0.23% 63
2021
Q2 		$1.53M Sell
37,287
-6,215
-14% -$287K 0.22% 63
2021
Q1 		$2.01M Buy
43,502
+5,876
+16% +$267K 0.27% 52
2020
Q4 		$1.65M Buy
37,626
+2,450
+7% +$101K 0.28% 49
2020
Q3 		$1.34M Buy
35,176
+12,136
+53% +$487K 0.25% 48
2020
Q2 		$875K Buy
+23,040
New +$802K 0.19% 53

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Insight Wealth Strategies's PHG Position: Q2 2022 in Review

Insight Wealth Strategies sold out of Philips (PHG) in Q2 2022, closing a stake of 53,214 shares — an estimated $1.34M sold.

Insight Wealth Strategies first reported a position in PHG in Q2 2020 and held it in 8 quarters. The position peaked at $2.01M in Q1 2021. 292 funds tracked by Wall St. Rank hold PHG as of Q2 2022.

  • Insight Wealth Strategies reported no remaining Philips position as of Q2 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 53,214 Philips shares in Q2 2022, an estimated $1.34M.
  • Insight Wealth Strategies first reported a position in Philips in Q2 2020 and held it in 8 quarters.
  • Insight Wealth Strategies's Philips position peaked at $2.01M in Q1 2021.
  • 292 funds tracked by Wall St. Rank held Philips as of Q2 2022.

Based on Insight Wealth Strategies's 13F filing for Q2 2022, filed 1 Jul 2022.