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Optimum Investment Advisors’s Philips PHG Stock Holding History

Optimum Investment 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
2023
Q1 		– Sell
-60
Closed -$764 – 773
2022
Q4 		$764 Hold
60
– – ﹤0.01% 717
2022
Q3 		$1K Buy
+60
New +$974 ﹤0.01% 780

Other funds holding PHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimum Investment Advisors's PHG Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Philips (PHG) in Q1 2023, closing a stake of 60 shares — an estimated $764 sold.

Optimum Investment Advisors first reported a position in PHG in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 260 funds tracked by Wall St. Rank hold PHG as of Q1 2023.

  • Optimum Investment Advisors reported no remaining Philips position as of Q1 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 60 Philips shares in Q1 2023, an estimated $764.
  • Optimum Investment Advisors first reported a position in Philips in Q3 2022 and held it in 2 quarters.
  • Optimum Investment Advisors's Philips position peaked at $1K in Q3 2022.
  • 260 funds tracked by Wall St. Rank held Philips as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.