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AllGen Financial Advisors’s Philip Morris PM Stock Holding History

AllGen Financial 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
2022
Q1 		– Sell
-38,729
Closed -$982K – 37
2021
Q4 		$982K Buy
+38,729
New +$3.62M 0.73% 29

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

AllGen Financial Advisors's PM Position: Q1 2022 in Review

AllGen Financial Advisors sold out of Philip Morris (PM) in Q1 2022, closing a stake of 38,729 shares — an estimated $982K sold.

AllGen Financial Advisors first reported a position in PM in Q4 2021 and held it in 1 quarter. The position peaked at $982K in Q4 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

  • AllGen Financial Advisors reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
  • AllGen Financial Advisors sold 38,729 Philip Morris shares in Q1 2022, an estimated $982K.
  • AllGen Financial Advisors first reported a position in Philip Morris in Q4 2021 and held it in 1 quarter.
  • AllGen Financial Advisors's Philip Morris position peaked at $982K in Q4 2021.
  • 1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on AllGen Financial Advisors's 13F filing for Q1 2022, filed 15 Feb 2023.