LFA
PHG icon

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 $6.69B AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $5.7B AUM 6.69% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return