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Lenox Wealth Advisors’s Philips PHG Stock Holding History

Lenox Wealth 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
2022
Q1 		– Sell
-81
Closed -$2K – 936
2021
Q4 		$2K Hold
81
– – ﹤0.01% 747
2021
Q3 		$3K Hold
81
– – ﹤0.01% 607
2021
Q2 		$3K Sell
81
-84
-51% -$3.88K ﹤0.01% 620
2021
Q1 		$8K Sell
165
-145
-47% -$6.58K ﹤0.01% 445
2020
Q4 		$14K Buy
310
+166
+115% +$6.85K ﹤0.01% 375
2020
Q3 		$6K Buy
144
+2
+1% +$80 ﹤0.01% 427
2020
Q2 		$5K Sell
142
-238
-63% -$8.28K ﹤0.01% 435
2020
Q1 		$12K Buy
+380
New +$13.4K ﹤0.01% 323

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lenox Wealth Advisors's PHG Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Philips (PHG) in Q1 2022, closing a stake of 81 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in PHG in Q1 2020 and held it in 8 quarters. The position peaked at $14K in Q4 2020. 319 funds tracked by Wall St. Rank hold PHG as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Philips position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 81 Philips shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Philips in Q1 2020 and held it in 8 quarters.
  • Lenox Wealth Advisors's Philips position peaked at $14K in Q4 2020.
  • 319 funds tracked by Wall St. Rank held Philips as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.