Laurel Wealth Planning’s PLDT PHI Stock Holding History

Laurel Wealth Planning’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	-84	Closed	-$3K	–	240
2022 Q2	$3K	Hold	84	–	–	﹤0.01%	210
2022 Q1	$3K	Hold	84	–	–	﹤0.01%	241
2021 Q4	$3K	Hold	84	–	–	﹤0.01%	182
2021 Q3	$3K	Buy	+84	New	+$2.28K	﹤0.01%	189

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 Planning's PHI Position: Q3 2022 in Review

Laurel Wealth Planning sold out of PLDT (PHI) in Q3 2022, closing a stake of 84 shares — an estimated $3K sold.

Laurel Wealth Planning first reported a position in PHI in Q3 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 70 funds tracked by Wall St. Rank hold PHI as of Q3 2022.

Laurel Wealth Planning reported no remaining PLDT position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Planning sold 84 PLDT shares in Q3 2022, an estimated $3K.
Laurel Wealth Planning first reported a position in PLDT in Q3 2021 and held it in 4 quarters.
Laurel Wealth Planning's PLDT position peaked at $3K in Q2 2022.
70 funds tracked by Wall St. Rank held PLDT as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.