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Pacific Capital Wealth Advisors’s Philips PHG Stock Holding History

Pacific Capital Wealth 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
2024
Q3 		– Sell
-160
Closed -$3.73K – 578
2024
Q2 		$3.73K Buy
+160
New +$3.59K ﹤0.01% 408

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Pacific Capital Wealth Advisors's PHG Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Philips (PHG) in Q3 2024, closing a stake of 160 shares — an estimated $3.73K sold.

Pacific Capital Wealth Advisors first reported a position in PHG in Q2 2024 and held it in 1 quarter. The position peaked at $3.73K in Q2 2024. 342 funds tracked by Wall St. Rank hold PHG as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Philips position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 160 Philips shares in Q3 2024, an estimated $3.73K.
  • Pacific Capital Wealth Advisors first reported a position in Philips in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Philips position peaked at $3.73K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held Philips as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.