Advisor Group’s Philip Morris PM Stock Holding History

Advisor Group’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
2019 Q4	–	Sell	-3	Closed	-$1K	–	5414
2019 Q3	$1K	Buy	+3	New	+$238	﹤0.01%	5144

Other funds holding PM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Advisor Group's PM Position: Q4 2019 in Review

Advisor Group increased its Philip Morris (PM) stake by 7.4% in Q4 2019, buying an estimated $1.66M and bringing the position to 293,315 shares worth $25M. The position accounts for 0.17% of the portfolio, ranked #109.

Advisor Group first reported a position in PM in Q2 2016 and has held it in 15 quarters since. 1,822 funds tracked by Wall St. Rank hold PM as of Q4 2019.

Advisor Group held 293,315 shares of Philip Morris worth $25M as of Q4 2019.
Advisor Group bought 20,095 Philip Morris shares in Q4 2019, an estimated $1.66M.
Philip Morris made up 0.17% of Advisor Group's portfolio in Q4 2019, its #109 holding.
Advisor Group first reported a position in Philip Morris in Q2 2016 and has held it in 15 quarters since.
1,822 funds tracked by Wall St. Rank held Philip Morris as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.