KF
PHG icon

Krilogy Financial’s Philips PHG Stock Holding History

Krilogy Financial’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
2021
Q1 		– Sell
-18,029
Closed -$792K – 277
2020
Q4 		$792K Buy
18,029
+317
+2% +$13.1K 0.1% 140
2020
Q3 		$677K Sell
17,712
-3,783
-18% -$152K 0.09% 138
2020
Q2 		$816K Buy
+21,495
New +$748K 0.13% 111
2018
Q4 		– Sell
-2,273
Closed -$80K – 531
2018
Q3 		$80K Buy
+2,273
New +$77.7K 0.02% 251
2018
Q2 		– Sell
-1,829
Closed -$53K – 521
2018
Q1 		$53K Buy
1,829
+954
+109% +$28.4K 0.01% 317
2017
Q4 		$25K Hold
875
– – 0.01% 410
2017
Q3 		$27K Buy
+875
New +$25.5K 0.01% 434

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return