Amplius Wealth Advisors’s Philip Morris PM Stock Holding History

Amplius Wealth 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 Q4	–	Sell	-4,333	Closed	-$360K	–	184
2022 Q3	$360K	Sell	4,333 -403	-9%	-$38.4K	0.06%	105
2022 Q2	$467K	Sell	4,736 -207	-4%	-$21.1K	0.08%	94
2022 Q1	$464K	Buy	4,943 +887	+22%	+$88.7K	0.07%	108
2021 Q4	$385K	Buy	+4,056	New	+$379K	0.05%	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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Amplius Wealth Advisors's PM Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Philip Morris (PM) in Q4 2022, closing a stake of 4,333 shares — an estimated $360K sold.

Amplius Wealth Advisors first reported a position in PM in Q4 2021 and held it in 4 quarters. The position peaked at $467K in Q2 2022. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Amplius Wealth Advisors reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 4,333 Philip Morris shares in Q4 2022, an estimated $360K.
Amplius Wealth Advisors first reported a position in Philip Morris in Q4 2021 and held it in 4 quarters.
Amplius Wealth Advisors's Philip Morris position peaked at $467K in Q2 2022.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.