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Ahrens Investment Partners’s Philip Morris PM Stock Holding History

Ahrens Investment Partners’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 		$132K Buy
+1,354
New +$135K 0.07% 188
2022
Q3 		– Sell
-1,779
Closed -$176K – 704
2022
Q2 		$176K Sell
1,779
-300
-14% -$30.6K 0.08% 167
2022
Q1 		$195K Buy
2,079
+925
+80% +$92.5K 0.06% 187
2021
Q4 		$110K Buy
+1,154
New +$108K 0.05% 267

Other funds holding PM

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ahrens Investment Partners's PM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Philip Morris (PM) in Q1 2023: 1,354 shares worth $132K. The stake represents 0.07% of the portfolio and ranks #188 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in PM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in PM in Q4 2021 and has held it in 4 quarters since. The position peaked at $195K in Q1 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

  • Ahrens Investment Partners held 1,354 shares of Philip Morris worth $132K as of Q1 2023.
  • Philip Morris was a new Ahrens Investment Partners position in Q1 2023.
  • Philip Morris made up 0.07% of Ahrens Investment Partners's portfolio in Q1 2023, its #188 holding.
  • Ahrens Investment Partners first reported a position in Philip Morris in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Philip Morris position peaked at $195K in Q1 2022.
  • 2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.