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Laurel Wealth Advisors (North Carolina)’s Philips PHG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-68
Closed -$2.06K – 760
2024
Q3 		$2.06K Hold
68
– – ﹤0.01% 585
2024
Q2 		$1.59K Hold
68
– – ﹤0.01% 562
2024
Q1 		$1.22K Buy
+68
New +$1.3K ﹤0.01% 574

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 22.9% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PHG Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Philips (PHG) in Q4 2024, closing a stake of 68 shares — an estimated $2.06K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PHG in Q1 2024 and held it in 3 quarters. The position peaked at $2.06K in Q3 2024. 316 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Philips position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 68 Philips shares in Q4 2024, an estimated $2.06K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Philips in Q1 2024 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Philips position peaked at $2.06K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.