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Artemis Wealth Advisors’s Philip Morris PM Stock Holding History

Artemis 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
2020
Q1 		– Sell
-591
Closed -$50.3K – 116
2019
Q4 		$50.3K Buy
+591
New +$48.7K 0.02% 42
2017
Q2 		– Sell
-216
Closed -$24.4K – 37
2017
Q1 		$24.4K Hold
216
– – 0.02% 16
2016
Q4 		$20K Buy
+216
New +$20K 0.02% 11

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artemis Wealth Advisors's PM Position: Q1 2020 in Review

Artemis Wealth Advisors sold out of Philip Morris (PM) in Q1 2020, closing a stake of 591 shares — an estimated $50.3K sold.

Artemis Wealth Advisors first reported a position in PM in Q4 2016 and held it in 3 quarters. The position peaked at $50.3K in Q4 2019. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

  • Artemis Wealth Advisors reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
  • Artemis Wealth Advisors sold 591 Philip Morris shares in Q1 2020, an estimated $50.3K.
  • Artemis Wealth Advisors first reported a position in Philip Morris in Q4 2016 and held it in 3 quarters.
  • Artemis Wealth Advisors's Philip Morris position peaked at $50.3K in Q4 2019.
  • 1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on Artemis Wealth Advisors's 13F filing for Q1 2020, filed 17 Feb 2023.