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Private Wealth Advisors (California)’s Philips PHG Stock Holding History

Private Wealth Advisors (California)’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
2021
Q2 		– Sell
-4,532
Closed -$210K – 107
2021
Q1 		$210K Sell
4,532
-124
-3% -$5.63K 0.07% 80
2020
Q4 		$204K Buy
+4,656
New +$192K 0.07% 70

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Advisors (California)'s PHG Position: Q2 2021 in Review

Private Wealth Advisors (California) sold out of Philips (PHG) in Q2 2021, closing a stake of 4,532 shares — an estimated $210K sold.

Private Wealth Advisors (California) first reported a position in PHG in Q4 2020 and held it in 2 quarters. The position peaked at $210K in Q1 2021. 384 funds tracked by Wall St. Rank hold PHG as of Q2 2021.

  • Private Wealth Advisors (California) reported no remaining Philips position as of Q2 2021 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 4,532 Philips shares in Q2 2021, an estimated $210K.
  • Private Wealth Advisors (California) first reported a position in Philips in Q4 2020 and held it in 2 quarters.
  • Private Wealth Advisors (California)'s Philips position peaked at $210K in Q1 2021.
  • 384 funds tracked by Wall St. Rank held Philips as of Q2 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2021, filed 29 Jul 2021.