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Selective Wealth Management’s Philips PHG Stock Holding History

Selective 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
2022
Q4 		– Sell
-899
Closed -$12K – 562
2022
Q3 		$12K Hold
899
– – 0.01% 498
2022
Q2 		$17K Sell
899
-33
-4% -$711 0.01% 494
2022
Q1 		$24K Hold
932
– – 0.01% 420
2021
Q4 		$28K Buy
+932
New +$31.7K 0.01% 365

Other funds holding PHG

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Selective Wealth Management's PHG Position: Q4 2022 in Review

Selective Wealth Management sold out of Philips (PHG) in Q4 2022, closing a stake of 899 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in PHG in Q4 2021 and held it in 4 quarters. The position peaked at $28K in Q4 2021. 273 funds tracked by Wall St. Rank hold PHG as of Q4 2022.

  • Selective Wealth Management reported no remaining Philips position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 899 Philips shares in Q4 2022, an estimated $12K.
  • Selective Wealth Management first reported a position in Philips in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's Philips position peaked at $28K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held Philips as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.