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SFS
Sowell Financial Services’s
Philips
PHG
Stock Holding History
Sowell Financial Services’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
Q3
–
Sell
-12,716
Closed
-$522K
–
538
2021
Q2
$522K
Sell
12,716
-182
-1%
-$8.41K
0.03%
409
2021
Q1
$605K
Buy
12,898
+517
+4%
+$23.5K
0.02%
575
2020
Q4
$544K
Buy
12,381
+1,846
+18%
+$76.2K
0.02%
497
2020
Q3
$403K
Sell
10,535
-14
-0.1%
-$562
0.02%
524
2020
Q2
$401K
Buy
10,549
+1,067
+11%
+$37.1K
0.02%
512
2020
Q1
$303K
Buy
9,482
+7,956
+521%
+$281K
0.02%
537
2019
Q4
$59K
Buy
1,526
+223
+17%
+$8.06K
﹤0.01%
1100
2019
Q3
$48K
Buy
+1,303
New
+$47.9K
﹤0.01%
1008
2017
Q1
–
Sell
-135
Closed
-$3K
–
501
2016
Q4
$3K
Buy
+135
New
+$2.94K
﹤0.01%
571
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
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1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
American Century Companies
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$194B AUM
35%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth, Texas
$10.1B AUM
22.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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