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Liberty Wealth Management’s Philips PHG Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-1,820
Closed -$69K – 834
2021
Q3 		$69K Buy
1,820
+406
+29% +$15.4K 0.02% 359
2021
Q2 		$53K Sell
1,414
-759
-35% -$35.1K 0.02% 308
2021
Q1 		$99K Hold
2,173
– – 0.05% 182
2020
Q4 		$99K Buy
2,173
+288
+15% +$11.9K 0.05% 180
2020
Q3 		$72K Buy
1,885
+7
+0.4% +$281 0.04% 189
2020
Q2 		$71K Buy
1,878
+304
+19% +$10.6K 0.05% 184
2020
Q1 		$50K Buy
1,574
+747
+90% +$26.4K 0.04% 213
2019
Q4 		$32K Sell
827
-172
-17% -$6.22K 0.03% 332
2019
Q3 		$37K Buy
999
+757
+313% +$27.9K 0.04% 288
2019
Q2 		$8K Sell
242
-83
-26% -$2.67K 0.01% 571
2019
Q1 		$10K Sell
325
-98
-23% -$2.92K 0.01% 445
2018
Q4 		$11K Buy
+423
New +$12.5K 0.01% 419

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Liberty Wealth Management's PHG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Philips (PHG) in Q4 2021, closing a stake of 1,820 shares — an estimated $69K sold.

Liberty Wealth Management first reported a position in PHG in Q4 2018 and held it in 12 quarters. The position peaked at $99K in Q1 2021. 348 funds tracked by Wall St. Rank hold PHG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Philips position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,820 Philips shares in Q4 2021, an estimated $69K.
  • Liberty Wealth Management first reported a position in Philips in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Philips position peaked at $99K in Q1 2021.
  • 348 funds tracked by Wall St. Rank held Philips as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.