WR Wealth Planners’s Philips PHG Stock Holding History

WR Wealth Planners’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
2024 Q4	$5.44K	Sell	232 -57	-20%	-$1.47K	﹤0.01%	683
2024 Q3	$8.74K	Sell	289 -127	-31%	-$3.38K	﹤0.01%	655
2024 Q2	$9.7K	Sell	416 -39	-9%	-$876	﹤0.01%	597
2024 Q1	$8.14K	Buy	+455	New	+$8.71K	﹤0.01%	635
2023 Q4	–	Sell	-1,276	Closed	-$22.8K	–	663
2023 Q3	$22.8K	Hold	1,276	–	–	0.01%	411
2023 Q2	$24.7K	Sell	1,276 -2	-0.2%	-$35	0.01%	401
2023 Q1	$20.1K	Buy	1,278 +567	+80%	+$8.15K	0.01%	430
2022 Q4	$9.13K	Sell	711 -8,292	-92%	-$100K	0.01%	276
2022 Q3	$119K	Buy	9,003 +642	+8%	+$10.4K	0.08%	118
2022 Q2	$154K	Sell	8,361 -90	-1%	-$1.94K	0.1%	108
2022 Q1	$213K	Buy	+8,451	New	+$231K	0.13%	104

Other funds holding PHG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WR Wealth Planners's PHG Position: Q4 2024 in Review

WR Wealth Planners reduced its Philips (PHG) stake by 20% in Q4 2024, selling an estimated $1.47K and leaving 232 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

WR Wealth Planners first reported a position in PHG in Q1 2022 and has held it in 11 quarters since. The position peaked at $213K in Q1 2022. 316 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

WR Wealth Planners held 232 shares of Philips worth $5.44K as of Q4 2024.
WR Wealth Planners sold 57 Philips shares in Q4 2024, an estimated $1.47K.
Philips made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #683 holding.
WR Wealth Planners first reported a position in Philips in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Philips position peaked at $213K in Q1 2022.
316 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.