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Janiczek Wealth Management’s PLDT PHI Stock Holding History

Janiczek Wealth Management’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$19.2K Sell
783
-58
-7% -$1.4K ﹤0.01% 564
2024
Q1 		$21K Sell
841
-167
-17% -$3.9K ﹤0.01% 564
2023
Q4 		$23.6K Buy
1,008
+660
+190% +$14.8K 0.01% 516
2023
Q3 		$7.19K Buy
348
+169
+94% +$3.7K ﹤0.01% 684
2023
Q2 		$4.18K Sell
179
-834
-82% -$18.8K ﹤0.01% 681
2023
Q1 		$23.6K Sell
1,013
-292
-22% -$7.26K 0.01% 424
2022
Q4 		$33.1K Buy
1,305
+38
+3% +$1K 0.01% 373
2022
Q3 		$31K Sell
1,267
-226
-15% -$6.65K 0.01% 380
2022
Q2 		$46K Sell
1,493
-576
-28% -$20.5K 0.01% 325
2022
Q1 		$72K Buy
2,069
+540
+35% +$19.2K 0.02% 252
2021
Q4 		$55K Buy
1,529
+504
+49% +$17K 0.02% 296
2021
Q3 		$33K Buy
1,025
+319
+45% +$8.65K 0.01% 361
2021
Q2 		$19K Buy
706
+485
+219% +$12.9K 0.01% 438
2021
Q1 		$6K Sell
221
-599
-73% -$16.8K ﹤0.01% 620
2020
Q4 		$23K Buy
820
+715
+681% +$19.9K 0.01% 330
2020
Q3 		$3K Buy
+105
New +$2.92K ﹤0.01% 459

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Janiczek Wealth Management's PHI Position: Q2 2024 in Review

Janiczek Wealth Management reduced its PLDT (PHI) stake by 6.9% in Q2 2024, selling an estimated $1.4K and leaving 783 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Janiczek Wealth Management first reported a position in PHI in Q3 2020 and has held it in 16 quarters since. The position peaked at $72K in Q1 2022. 75 funds tracked by Wall St. Rank hold PHI as of Q2 2024.

  • Janiczek Wealth Management held 783 shares of PLDT worth $19.2K as of Q2 2024.
  • Janiczek Wealth Management sold 58 PLDT shares in Q2 2024, an estimated $1.4K.
  • PLDT made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #564 holding.
  • Janiczek Wealth Management first reported a position in PLDT in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's PLDT position peaked at $72K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held PLDT as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.