Regent Peak Wealth Advisors’s PLDT PHI Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-70	Closed	-$2K	–	750
2020 Q4	$2K	Buy	+70	New	+$1.95K	﹤0.01%	839

Other funds holding PHI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of PLDT (PHI) in Q1 2021, closing a stake of 70 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in PHI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 72 funds tracked by Wall St. Rank hold PHI as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining PLDT position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 70 PLDT shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in PLDT in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's PLDT position peaked at $2K in Q4 2020.
72 funds tracked by Wall St. Rank held PLDT as of Q1 2021.

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