OPTFSNA
PHI icon

Old Point Trust & Financial Services N A’s PLDT PHI Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-150
Closed -$3.7K – 472
2024
Q1 		$3.7K Buy
+150
New +$3.5K ﹤0.01% 376

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Old Point Trust & Financial Services N A's PHI Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of PLDT (PHI) in Q2 2024, closing a stake of 150 shares — an estimated $3.7K sold.

Old Point Trust & Financial Services N A first reported a position in PHI in Q1 2024 and held it in 1 quarter. The position peaked at $3.7K in Q1 2024. 75 funds tracked by Wall St. Rank hold PHI as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining PLDT position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 150 PLDT shares in Q2 2024, an estimated $3.7K.
  • Old Point Trust & Financial Services N A first reported a position in PLDT in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's PLDT position peaked at $3.7K in Q1 2024.
  • 75 funds tracked by Wall St. Rank held PLDT as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.