Question 1

How many shares of PHIG does Williams Jones Wealth Management, LLC. own?

Accepted Answer

Williams Jones Wealth Management, LLC. previously held 0 shares of PHIG (PHI Group, Inc (DE)) before exiting the position in 2021-Q3.

Question 2

What is Williams Jones Wealth Management, LLC.'s PHIG position worth?

Accepted Answer

Williams Jones Wealth Management, LLC.'s PHIG position was last reported at $0 in 2021-Q3 before the exit.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling PHIG?

Accepted Answer

In 2021-Q3, Williams Jones Wealth Management, LLC. exited their PHIG position entirely (-100.0% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy PHIG?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in PHIG in 2020-Q4. They have held the position across 4 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$8.48	0
2021-Q2	Decreased	19,885	-9.0%	$318,000	0.0%	$9.35	0
2021-Q1	Unchanged	21,842	0.0%	$306,000	0.0%	$8.18	0
2020-Q4	New	21,842	-	$197,000	0.0%	—	32

PHIG4 quarters

PHIG
4 quarters