Janiczek Wealth Management’s Philips PHG Stock Holding History

Janiczek 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 Q2	$94.7K	Sell	4,060 -5	-0.1%	-$112	0.02%	288
2024 Q1	$72.7K	Hold	4,065	–	–	0.02%	347
2023 Q4	$84.8K	Buy	4,065 +40	+1%	+$727	0.02%	296
2023 Q3	$71.8K	Sell	4,025 -57	-1%	-$1.09K	0.02%	311
2023 Q2	$79.2K	Sell	4,082 -3	-0.1%	-$52	0.02%	251
2023 Q1	$62.2K	Sell	4,085 -593	-13%	-$8.53K	0.02%	285
2022 Q4	$68.9K	Sell	4,678 -9,345	-67%	-$113K	0.02%	271
2022 Q3	$180K	Buy	14,023 +5,051	+56%	+$82K	0.06%	117
2022 Q2	$159K	Buy	8,972 +6,789	+311%	+$146K	0.05%	132
2022 Q1	$55K	Sell	2,183 -107	-5%	-$2.92K	0.02%	289
2021 Q4	$70K	Buy	2,290 +312	+16%	+$10.6K	0.02%	249
2021 Q3	$73K	Buy	1,978 +934	+89%	+$35.5K	0.03%	218
2021 Q2	$43K	Sell	1,044 -60	-5%	-$2.77K	0.02%	282
2021 Q1	$51K	Buy	1,104 +718	+186%	+$32.6K	0.02%	226
2020 Q4	$17K	Buy	386 +360	+1,385%	+$14.9K	0.01%	374
2020 Q3	$1K	Buy	+26	New	+$1.04K	﹤0.01%	596

Other funds holding PHG

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return