TIAM2
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Tru Independence Asset Management 2’s Philips PHG Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-229
Closed -$10K – 329
2020
Q4 		$10K Buy
+229
New +$9.45K 0.01% 311

Other funds holding PHG

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Tru Independence Asset Management 2's PHG Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Philips (PHG) in Q1 2021, closing a stake of 229 shares — an estimated $10K sold.

Tru Independence Asset Management 2 first reported a position in PHG in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 376 funds tracked by Wall St. Rank hold PHG as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Philips position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 229 Philips shares in Q1 2021, an estimated $10K.
  • Tru Independence Asset Management 2 first reported a position in Philips in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Philips position peaked at $10K in Q4 2020.
  • 376 funds tracked by Wall St. Rank held Philips as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.