PFGIA
PHI icon

Patriot Financial Group Insurance Agency’s PLDT PHI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-164
Closed -$5K – 1518
2022
Q2 		$5K Hold
164
– – ﹤0.01% 1494
2022
Q1 		$6K Buy
164
+16
+11% +$569 ﹤0.01% 1558
2021
Q4 		$5K Buy
148
+18
+14% +$606 ﹤0.01% 1718
2021
Q3 		$4K Hold
130
– – ﹤0.01% 1784
2021
Q2 		$3K Buy
130
+69
+113% +$1.83K ﹤0.01% 1801
2021
Q1 		$2K Hold
61
– – ﹤0.01% 1802
2020
Q4 		$2K Hold
61
– – ﹤0.01% 1658
2020
Q3 		$2K Buy
+61
New +$1.7K ﹤0.01% 1473

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PHI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PLDT (PHI) in Q3 2022, closing a stake of 164 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in PHI in Q3 2020 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 71 funds tracked by Wall St. Rank hold PHI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PLDT position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 164 PLDT shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in PLDT in Q3 2020 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's PLDT position peaked at $6K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held PLDT as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.