Advanced Asset Management Advisors’s Philip Morris PM Stock Holding History

Advanced Asset Management Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-33	Closed	-$3.34K	–	199
2022 Q4	$3.34K	Buy	+33	New	+$3.11K	﹤0.01%	215
2019 Q1	–	Sell	-5,133	Closed	-$343K	–	112
2018 Q4	$343K	Buy	5,133 +33	+0.6%	+$2.76K	0.11%	109
2018 Q3	$416K	Sell	5,100 -33	-0.6%	-$2.71K	0.15%	93
2018 Q2	$414K	Hold	5,133	–	–	0.13%	111
2018 Q1	$510K	Hold	5,133	–	–	0.17%	100
2017 Q4	$542K	Buy	+5,133	New	+$547K	0.18%	99

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advanced Asset Management Advisors's PM Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of Philip Morris (PM) in Q1 2023, closing a stake of 33 shares — an estimated $3.34K sold.

Advanced Asset Management Advisors first reported a position in PM in Q4 2017 and held it in 6 quarters. The position peaked at $542K in Q4 2017. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Advanced Asset Management Advisors reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 33 Philip Morris shares in Q1 2023, an estimated $3.34K.
Advanced Asset Management Advisors first reported a position in Philip Morris in Q4 2017 and held it in 6 quarters.
Advanced Asset Management Advisors's Philip Morris position peaked at $542K in Q4 2017.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.