Aries Wealth Management’s Philip Morris PM Stock Holding History

Aries Wealth Management’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
2019 Q2	–	Sell	-2,457	Closed	-$217K	–	160
2019 Q1	$217K	Buy	+2,457	New	+$198K	0.16%	133
2018 Q4	–	Sell	-2,457	Closed	-$200K	–	126
2018 Q3	$200K	Hold	2,457	–	–	0.18%	128
2018 Q2	$212K	Hold	2,457	–	–	0.2%	119
2018 Q1	$248K	Hold	2,457	–	–	0.24%	103
2017 Q4	$268K	Buy	+2,457	New	+$262K	0.25%	94

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aries Wealth Management's PM Position: Q2 2019 in Review

Aries Wealth Management sold out of Philip Morris (PM) in Q2 2019, closing a stake of 2,457 shares — an estimated $217K sold.

Aries Wealth Management first reported a position in PM in Q4 2017 and held it in 5 quarters. The position peaked at $268K in Q4 2017. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

Aries Wealth Management reported no remaining Philip Morris position as of Q2 2019 after selling out during the quarter.
Aries Wealth Management sold 2,457 Philip Morris shares in Q2 2019, an estimated $217K.
Aries Wealth Management first reported a position in Philip Morris in Q4 2017 and held it in 5 quarters.
Aries Wealth Management's Philip Morris position peaked at $268K in Q4 2017.
1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on Aries Wealth Management's 13F filing for Q2 2019, filed 15 Jul 2019.