Advocacy Wealth Management Services’s Philip Morris PM Stock Holding History

Advocacy Wealth Management Services’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
2022 Q2	–	Sell	-11	Closed	-$1K	–	186
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	174
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	174
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	167
2021 Q2	$1K	Buy	+11	New	+$1.05K	﹤0.01%	182
2017 Q3	–	Sell	-200	Closed	-$23K	–	286
2017 Q2	$23K	Hold	200	–	–	0.01%	124
2017 Q1	$23K	Sell	200 -11	-5%	-$1.14K	0.01%	139
2016 Q4	$19K	Buy	211 +11	+6%	+$1.02K	0.01%	148
2016 Q3	$19K	Hold	200	–	–	0.01%	216
2016 Q2	$20K	Sell	200 -10	-5%	-$997	0.01%	239
2016 Q1	$21K	Sell	210 -42	-17%	-$3.85K	0.01%	289
2015 Q4	$22K	Buy	+252	New	+$21.9K	0.02%	258
2013 Q3	$82K	Buy	928 +650	+234%	+$56.8K	0.22%	79
2013 Q2	$24K	Buy	+278	New	+$25.8K	0.1%	131

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Advocacy Wealth Management Services's PM Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Philip Morris (PM) in Q2 2022, closing a stake of 11 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in PM in Q2 2013 and held it in 13 quarters. The position peaked at $82K in Q3 2013. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Philip Morris position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 11 Philip Morris shares in Q2 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Philip Morris in Q2 2013 and held it in 13 quarters.
Advocacy Wealth Management Services's Philip Morris position peaked at $82K in Q3 2013.
1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.