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Ritholtz Wealth Management’s PLDT PHI Stock Holding History

Ritholtz Wealth Management’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
2024
Q3 		– Sell
-12,173
Closed -$299K – 904
2024
Q2 		$299K Hold
12,173
– – 0.01% 651
2024
Q1 		$300K Buy
+12,173
New +$284K 0.01% 634

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Ritholtz Wealth Management's PHI Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of PLDT (PHI) in Q3 2024, closing a stake of 12,173 shares — an estimated $299K sold.

Ritholtz Wealth Management first reported a position in PHI in Q1 2024 and held it in 2 quarters. The position peaked at $300K in Q1 2024. 80 funds tracked by Wall St. Rank hold PHI as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining PLDT position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 12,173 PLDT shares in Q3 2024, an estimated $299K.
  • Ritholtz Wealth Management first reported a position in PLDT in Q1 2024 and held it in 2 quarters.
  • Ritholtz Wealth Management's PLDT position peaked at $300K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held PLDT as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.