WAM
PHG icon

Weatherly Asset Management’s Philips PHG Stock Holding History

Weatherly Asset Management’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
-11,216
Closed -$207K – 179
2022
Q2 		$207K Sell
11,216
-4,285
-28% -$92.4K 0.03% 179
2022
Q1 		$391K Buy
+15,501
New +$423K 0.05% 159

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FMI
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Fidelity Investments
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Bank of America
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BlackRock
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Morgan Stanley
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return