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Wingate Wealth Advisors’s Philips PHG Stock Holding History

Wingate 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
2025
Q1 		– Sell
-953
Closed -$22.3K – 326
2024
Q4 		$22.3K Buy
+953
New +$24.6K 0.02% 275

Other funds holding PHG

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Wingate Wealth Advisors's PHG Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Philips (PHG) in Q1 2025, closing a stake of 953 shares — an estimated $22.3K sold.

Wingate Wealth Advisors first reported a position in PHG in Q4 2024 and held it in 1 quarter. The position peaked at $22.3K in Q4 2024. 313 funds tracked by Wall St. Rank hold PHG as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Philips position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 953 Philips shares in Q1 2025, an estimated $22.3K.
  • Wingate Wealth Advisors first reported a position in Philips in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Philips position peaked at $22.3K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Philips as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.