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Plante Moran Financial Advisors’s PLDT PHI Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-32
Closed -$1K – 1018
2022
Q2 		$1K Buy
+32
New +$1.14K ﹤0.01% 931
2019
Q1 		– Sell
-22
Closed – – 893
2018
Q4 		$0 Buy
+22
New +$519 ﹤0.01% 946

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

Plante Moran Financial Advisors's PHI Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of PLDT (PHI) in Q3 2022, closing a stake of 32 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in PHI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 70 funds tracked by Wall St. Rank hold PHI as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining PLDT position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 32 PLDT shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in PLDT in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's PLDT position peaked at $1K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held PLDT as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.