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NIA Impact Advisors’s PLDT PHI Stock Holding History

NIA Impact Advisors’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
2025
Q1 		– Sell
-16,662
Closed -$369K – 111
2024
Q4 		$369K Sell
16,662
-67,819
-80% -$1.61M 0.12% 94
2024
Q3 		$2.27M Buy
84,481
+1,488
+2% +$39.6K 0.75% 45
2024
Q2 		$2.04M Sell
82,993
-3,749
-4% -$90.5K 0.73% 44
2024
Q1 		$2.14M Buy
+86,742
New +$2.03M 0.85% 45
2023
Q2 		$2.24M Sell
96,820
-846
-0.9% -$19.1K 1.27% 31
2023
Q1 		$2.47M Sell
97,666
-2,953
-3% -$73.4K 1.33% 33
2022
Q4 		$2.29M Buy
100,619
+9,623
+11% +$254K 1.33% 32
2022
Q3 		$2.3M Buy
90,996
+46,638
+105% +$1.37M 1.42% 32
2022
Q2 		$1.35M Buy
+44,358
New +$1.58M 0.81% 45

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NIA Impact Advisors's PHI Position: Q1 2025 in Review

NIA Impact Advisors sold out of PLDT (PHI) in Q1 2025, closing a stake of 16,662 shares — an estimated $369K sold.

NIA Impact Advisors first reported a position in PHI in Q2 2022 and held it in 9 quarters. The position peaked at $2.47M in Q1 2023. 79 funds tracked by Wall St. Rank hold PHI as of Q1 2025.

  • NIA Impact Advisors reported no remaining PLDT position as of Q1 2025 after selling out during the quarter.
  • NIA Impact Advisors sold 16,662 PLDT shares in Q1 2025, an estimated $369K.
  • NIA Impact Advisors first reported a position in PLDT in Q2 2022 and held it in 9 quarters.
  • NIA Impact Advisors's PLDT position peaked at $2.47M in Q1 2023.
  • 79 funds tracked by Wall St. Rank held PLDT as of Q1 2025.

Based on NIA Impact Advisors's 13F filing for Q1 2025, filed 15 May 2025.