TLA
PHG icon

Tanglewood Legacy Advisors’s Philips PHG Stock Holding History

Tanglewood Legacy Advisors’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
2024
Q2 		– Sell
-325
Closed -$5.82K – 293
2024
Q1 		$5.82K Hold
325
– – ﹤0.01% 265
2023
Q4 		$6.79K Hold
325
– – ﹤0.01% 252
2023
Q3 		$5.8K Hold
325
– – ﹤0.01% 263
2023
Q2 		$6.31K Sell
325
-1
-0.3% -$17 ﹤0.01% 258
2023
Q1 		$5.12K Hold
326
– – ﹤0.01% 259
2022
Q4 		$4.18K Buy
+326
New +$3.93K ﹤0.01% 231

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Tanglewood Legacy Advisors's PHG Position: Q2 2024 in Review

Tanglewood Legacy Advisors sold out of Philips (PHG) in Q2 2024, closing a stake of 325 shares — an estimated $5.82K sold.

Tanglewood Legacy Advisors first reported a position in PHG in Q4 2022 and held it in 6 quarters. The position peaked at $6.79K in Q4 2023. 307 funds tracked by Wall St. Rank hold PHG as of Q2 2024.

  • Tanglewood Legacy Advisors reported no remaining Philips position as of Q2 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 325 Philips shares in Q2 2024, an estimated $5.82K.
  • Tanglewood Legacy Advisors first reported a position in Philips in Q4 2022 and held it in 6 quarters.
  • Tanglewood Legacy Advisors's Philips position peaked at $6.79K in Q4 2023.
  • 307 funds tracked by Wall St. Rank held Philips as of Q2 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.