WFA
PHI icon

Wipfli Financial Advisors’s PLDT PHI Stock Holding History

Wipfli Financial Advisors’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$72K Buy
+2,865
New +$84.3K 0.01% 898

Other funds holding PHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in PLDT (PHI) in Q3 2022: 2,865 shares worth $72K. The stake represents 0.01% of the portfolio and ranks #898 among its holdings.

70 funds tracked by Wall St. Rank hold PHI as of Q3 2022.

  • Wipfli Financial Advisors held 2,865 shares of PLDT worth $72K as of Q3 2022.
  • PLDT was a new Wipfli Financial Advisors position in Q3 2022.
  • PLDT made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #898 holding.
  • 70 funds tracked by Wall St. Rank held PLDT as of Q3 2022.

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