American Portfolios Advisors’s Philip Morris PM Stock Holding History

American Portfolios 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 Q3	$5.04M	Buy	60,761 +28,714	+90%	+$2.74M	0.21%	92
2022 Q2	$3.16M	Buy	32,047 +126	+0.4%	+$12.8K	0.13%	169
2022 Q1	$3M	Buy	31,921 +7,910	+33%	+$791K	0.1%	207
2021 Q4	$2.28M	Buy	24,011 +4,380	+22%	+$409K	0.08%	257
2021 Q3	$1.86M	Sell	19,631 -2,389	-11%	-$240K	0.07%	283
2021 Q2	$2.18M	Buy	22,020 +1,116	+5%	+$107K	0.08%	245
2021 Q1	$1.86M	Buy	20,904 +1,223	+6%	+$104K	0.08%	247
2020 Q4	$1.63M	Buy	19,681 +1,461	+8%	+$114K	0.08%	233
2020 Q3	$1.37M	Buy	18,220 +906	+5%	+$69.9K	0.08%	229
2020 Q2	$1.21M	Sell	17,314 -483	-3%	-$35.2K	0.08%	236
2020 Q1	$1.3M	Sell	17,797 -1,514	-8%	-$125K	0.11%	181
2019 Q4	$1.64M	Buy	19,311 +1,050	+6%	+$86.5K	0.12%	174
2019 Q3	$1.39M	Buy	18,261 +144	+0.8%	+$11.4K	0.11%	181
2019 Q2	$1.42M	Buy	18,117 +863	+5%	+$71.3K	0.12%	173
2019 Q1	$1.53M	Buy	17,254 +3,495	+25%	+$281K	0.14%	151
2018 Q4	$919K	Sell	13,759 -1,981	-13%	-$165K	0.11%	180
2018 Q3	$1.28M	Sell	15,740 -275	-2%	-$22.6K	0.15%	141
2018 Q2	$1.29M	Buy	16,015 +211	+1%	+$17.9K	0.18%	118
2018 Q1	$1.57M	Buy	15,804 +702	+5%	+$73.1K	0.23%	89
2017 Q4	$1.6M	Buy	+15,102	New	+$1.61M	0.25%	81

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

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

American Portfolios Advisors's PM Position: Q3 2022 in Review

American Portfolios Advisors increased its Philip Morris (PM) stake by 90% in Q3 2022, buying an estimated $2.74M and bringing the position to 60,761 shares worth $5.04M. The position accounts for 0.21% of the portfolio, ranked #92.

American Portfolios Advisors first reported a position in PM in Q4 2017 and has held it in 20 quarters since. 1,942 funds tracked by Wall St. Rank hold PM as of Q3 2022.

American Portfolios Advisors held 60,761 shares of Philip Morris worth $5.04M as of Q3 2022.
American Portfolios Advisors bought 28,714 Philip Morris shares in Q3 2022, an estimated $2.74M.
Philip Morris made up 0.21% of American Portfolios Advisors's portfolio in Q3 2022, its #92 holding.
American Portfolios Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 20 quarters since.
1,942 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.