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Legacy Financial Advisors’s Philips PHG Stock Holding History

Legacy Financial Advisors’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
Q1 		– Sell
-11,194
Closed -$234K – 332
2023
Q4 		$234K Buy
+11,194
New +$204K 0.04% 268
2019
Q2 		– Sell
-514
Closed -$16K – 686
2019
Q1 		$16K Sell
514
-841
-62% -$25K 0.01% 513
2018
Q4 		$37K Buy
1,355
+41
+3% +$1.21K 0.01% 293
2018
Q3 		$46K Sell
1,314
-9
-0.7% -$308 0.02% 259
2018
Q2 		$45K Sell
1,323
-30
-2% -$959 0.02% 261
2018
Q1 		$40K Sell
1,353
-161
-11% -$4.79K 0.02% 270
2017
Q4 		$43K Buy
+1,514
New +$45.6K 0.02% 262

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 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 22.96% 1-Year Est. Return

Legacy Financial Advisors's PHG Position: Q1 2024 in Review

Legacy Financial Advisors sold out of Philips (PHG) in Q1 2024, closing a stake of 11,194 shares — an estimated $234K sold.

Legacy Financial Advisors first reported a position in PHG in Q4 2017 and held it in 7 quarters. The position peaked at $234K in Q4 2023. 281 funds tracked by Wall St. Rank hold PHG as of Q1 2024.

  • Legacy Financial Advisors reported no remaining Philips position as of Q1 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 11,194 Philips shares in Q1 2024, an estimated $234K.
  • Legacy Financial Advisors first reported a position in Philips in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's Philips position peaked at $234K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Philips as of Q1 2024.

Based on Legacy Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.