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Liberty Wealth Management’s PLDT PHI Stock Holding History

Liberty Wealth Management’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
2021
Q2 		– Sell
-55
Closed -$1K – 1155
2021
Q1 		$1K Hold
55
– – ﹤0.01% 891
2020
Q4 		$1K Sell
55
-91
-62% -$2.53K ﹤0.01% 893
2020
Q3 		$4K Sell
146
-148
-50% -$4.12K ﹤0.01% 664
2020
Q2 		$7K Buy
294
+53
+22% +$1.26K ﹤0.01% 556
2020
Q1 		$5K Buy
241
+117
+94% +$2.32K ﹤0.01% 586
2019
Q4 		$2K Buy
124
+48
+63% +$1K ﹤0.01% 780
2019
Q3 		$2K Buy
76
+33
+77% +$738 ﹤0.01% 750
2019
Q2 		$1K Buy
+43
New +$1.02K ﹤0.01% 852

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liberty Wealth Management's PHI Position: Q2 2021 in Review

Liberty Wealth Management sold out of PLDT (PHI) in Q2 2021, closing a stake of 55 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in PHI in Q2 2019 and held it in 8 quarters. The position peaked at $7K in Q2 2020. 76 funds tracked by Wall St. Rank hold PHI as of Q2 2021.

  • Liberty Wealth Management reported no remaining PLDT position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 55 PLDT shares in Q2 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in PLDT in Q2 2019 and held it in 8 quarters.
  • Liberty Wealth Management's PLDT position peaked at $7K in Q2 2020.
  • 76 funds tracked by Wall St. Rank held PLDT as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.