WealthCollab’s Philips PHG Stock Holding History

WealthCollab’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 Q1	–	Sell	-45	Closed	-$934	–	926
2023 Q4	$934	Buy	+45	New	+$818	﹤0.01%	827

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthCollab's PHG Position: Q1 2024 in Review

WealthCollab sold out of Philips (PHG) in Q1 2024, closing a stake of 45 shares — an estimated $934 sold.

WealthCollab first reported a position in PHG in Q4 2023 and held it in 1 quarter. The position peaked at $934 in Q4 2023. 281 funds tracked by Wall St. Rank hold PHG as of Q1 2024.

WealthCollab reported no remaining Philips position as of Q1 2024 after selling out during the quarter.
WealthCollab sold 45 Philips shares in Q1 2024, an estimated $934.
WealthCollab first reported a position in Philips in Q4 2023 and held it in 1 quarter.
WealthCollab's Philips position peaked at $934 in Q4 2023.
281 funds tracked by Wall St. Rank held Philips as of Q1 2024.

Based on WealthCollab's 13F filing for Q1 2024, filed 10 May 2024.