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Sculati Wealth Management’s Philips PHG Stock Holding History

Sculati Wealth Management’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
-7,606
Closed -$334K – 121
2020
Q4 		$334K Hold
7,606
– – 0.22% 84
2020
Q3 		$291K Buy
7,606
+151
+2% +$6.06K 0.22% 86
2020
Q2 		$283K Sell
7,455
-151
-2% -$5.25K 0.24% 78
2020
Q1 		$243K Sell
7,606
-1,845
-20% -$65.3K 0.27% 76
2019
Q4 		$367K Buy
+9,451
New +$342K 0.33% 69

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

Sculati Wealth Management's PHG Position: Q1 2021 in Review

Sculati Wealth Management sold out of Philips (PHG) in Q1 2021, closing a stake of 7,606 shares — an estimated $334K sold.

Sculati Wealth Management first reported a position in PHG in Q4 2019 and held it in 5 quarters. The position peaked at $367K in Q4 2019. 376 funds tracked by Wall St. Rank hold PHG as of Q1 2021.

  • Sculati Wealth Management reported no remaining Philips position as of Q1 2021 after selling out during the quarter.
  • Sculati Wealth Management sold 7,606 Philips shares in Q1 2021, an estimated $334K.
  • Sculati Wealth Management first reported a position in Philips in Q4 2019 and held it in 5 quarters.
  • Sculati Wealth Management's Philips position peaked at $367K in Q4 2019.
  • 376 funds tracked by Wall St. Rank held Philips as of Q1 2021.

Based on Sculati Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.