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Wipfli Financial Advisors’s Philips PHG Stock Holding History

Wipfli Financial 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
2022
Q3 		$77K Buy
+5,879
New +$95.5K 0.01% 863

Other funds holding PHG

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Wipfli Financial Advisors's PHG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Philips (PHG) in Q3 2022: 5,879 shares worth $77K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings.

273 funds tracked by Wall St. Rank hold PHG as of Q3 2022.

  • Wipfli Financial Advisors held 5,879 shares of Philips worth $77K as of Q3 2022.
  • Philips was a new Wipfli Financial Advisors position in Q3 2022.
  • Philips made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #863 holding.
  • 273 funds tracked by Wall St. Rank held Philips as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.