SFPG
PHG icon

Stonebridge Financial Planning Group’s Philips PHG Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-741
Closed -$20K – 293
2021
Q4 		$20K Hold
741
– – 0.01% 299
2021
Q3 		$29K Hold
741
– – 0.01% 270
2021
Q2 		$29K Sell
741
-14
-2% -$647 0.02% 267
2021
Q1 		$37K Hold
755
– – 0.02% 235
2020
Q4 		$33K Hold
755
– – 0.02% 232
2020
Q3 		$30K Buy
755
+15
+2% +$602 0.02% 228
2020
Q2 		$29K Sell
740
-15
-2% -$522 0.02% 225
2020
Q1 		$24K Hold
755
– – 0.02% 229
2019
Q4 		$29K Buy
+755
New +$27.3K 0.03% 207

Other funds holding PHG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return