Laurel Wealth Advisors (North Carolina)’s PLDT PHI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022 Q3	–	Sell	-100	Closed	-$3K	–	590
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	509
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	510
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	513
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	556
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	627
2021 Q1	$3K	Buy	+100	New	+$2.8K	﹤0.01%	571

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PHI Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of PLDT (PHI) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PHI in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 70 funds tracked by Wall St. Rank hold PHI as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining PLDT position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 100 PLDT shares in Q3 2022, an estimated $3K.
Laurel Wealth Advisors (North Carolina) first reported a position in PLDT in Q1 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s PLDT position peaked at $4K in Q1 2022.
70 funds tracked by Wall St. Rank held PLDT as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.