Affiance Financial’s Philip Morris PM Stock Holding History

Affiance Financial’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	-470	Closed	-$47.6K	–	335
2022 Q4	$47.6K	Buy	+470	New	+$44.4K	0.02%	170

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

Affiance Financial's PM Position: Q1 2023 in Review

Affiance Financial sold out of Philip Morris (PM) in Q1 2023, closing a stake of 470 shares — an estimated $47.6K sold.

Affiance Financial first reported a position in PM in Q4 2022 and held it in 1 quarter. The position peaked at $47.6K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Affiance Financial reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 470 Philip Morris shares in Q1 2023, an estimated $47.6K.
Affiance Financial first reported a position in Philip Morris in Q4 2022 and held it in 1 quarter.
Affiance Financial's Philip Morris position peaked at $47.6K in Q4 2022.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.