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TCI Wealth Advisors’s Philips PHG Stock Holding History

TCI Wealth 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
2022
Q3 		– Sell
-75
Closed -$1K – 2506
2022
Q2 		$1K Buy
+75
New +$1.62K ﹤0.01% 2186
2021
Q3 		– Sell
-62
Closed -$3K – 2526
2021
Q2 		$3K Buy
+62
New +$2.87K ﹤0.01% 1824
2013
Q3 		– Sell
-657
Closed -$12K – 824
2013
Q2 		$12K Buy
+657
New +$13K 0.01% 348

Other funds holding PHG

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

TCI Wealth Advisors's PHG Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Philips (PHG) in Q3 2022, closing a stake of 75 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in PHG in Q2 2013 and held it in 3 quarters. The position peaked at $12K in Q2 2013. 273 funds tracked by Wall St. Rank hold PHG as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Philips position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 75 Philips shares in Q3 2022, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Philips in Q2 2013 and held it in 3 quarters.
  • TCI Wealth Advisors's Philips position peaked at $12K in Q2 2013.
  • 273 funds tracked by Wall St. Rank held Philips as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.