RPWA
PHG icon

Regent Peak Wealth Advisors’s Philips PHG Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-174
Closed -$8K – 749
2020
Q4 		$8K Buy
+174
New +$7.18K ﹤0.01% 591

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Regent Peak Wealth Advisors's PHG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Philips (PHG) in Q1 2021, closing a stake of 174 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in PHG in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 376 funds tracked by Wall St. Rank hold PHG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Philips position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 174 Philips shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in Philips in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Philips position peaked at $8K in Q4 2020.
  • 376 funds tracked by Wall St. Rank held Philips as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.