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WealthShield Partners’s Philips PHG Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-471
Closed -$19K – 588
2021
Q2 		$19K Buy
471
+33
+8% +$1.53K ﹤0.01% 659
2021
Q1 		$20K Buy
+438
New +$19.9K ﹤0.01% 663

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AllianceBernstein
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American Century Companies
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Capital International Investors
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TGHSA
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WealthShield Partners's PHG Position: Q3 2021 in Review

WealthShield Partners sold out of Philips (PHG) in Q3 2021, closing a stake of 471 shares — an estimated $19K sold.

WealthShield Partners first reported a position in PHG in Q1 2021 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 364 funds tracked by Wall St. Rank hold PHG as of Q3 2021.

  • WealthShield Partners reported no remaining Philips position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 471 Philips shares in Q3 2021, an estimated $19K.
  • WealthShield Partners first reported a position in Philips in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Philips position peaked at $20K in Q1 2021.
  • 364 funds tracked by Wall St. Rank held Philips as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.