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Atlas Private Wealth Management’s Philip Morris PM Stock Holding History

Atlas Private 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
2024
Q1 		$702K Sell
7,660
-36
-0.5% -$3.32K 0.29% 84
2023
Q4 		$724K Sell
7,696
-118
-2% -$10.9K 0.34% 81
2023
Q3 		$723K Buy
7,814
+87
+1% +$8.37K 0.39% 76
2023
Q2 		$754K Sell
7,727
-178
-2% -$17K 0.4% 75
2023
Q1 		$769K Buy
7,905
+151
+2% +$15K 0.46% 70
2022
Q4 		$785K Buy
7,754
+1,184
+18% +$112K 0.36% 66
2022
Q3 		$545K Buy
6,570
+288
+5% +$27.5K 0.39% 75
2022
Q2 		$620K Sell
6,282
-212
-3% -$21.6K 0.42% 74
2022
Q1 		$610K Sell
6,494
-10
-0.2% -$1K 0.35% 83
2021
Q4 		$618K Buy
6,504
+48
+0.7% +$4.49K 0.34% 82
2021
Q3 		$612K Buy
6,456
+135
+2% +$13.6K 0.37% 77
2021
Q2 		$626K Sell
6,321
-138
-2% -$13.2K 0.39% 77
2021
Q1 		$573K Buy
6,459
+350
+6% +$29.7K 0.37% 72
2020
Q4 		$506K Sell
6,109
-1,355
-18% -$105K 0.36% 69
2020
Q3 		$560K Buy
7,464
+165
+2% +$12.7K 0.44% 62
2020
Q2 		$511K Sell
7,299
-53
-0.7% -$3.86K 0.41% 69
2020
Q1 		$536K Buy
7,352
+76
+1% +$6.25K 0.49% 61
2019
Q4 		$619K Buy
+7,276
New +$600K 0.48% 62

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlas Private Wealth Management's PM Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Philip Morris (PM) stake by 0.47% in Q1 2024, selling an estimated $3.32K and leaving 7,660 shares worth $702K. The position accounts for 0.29% of the portfolio, ranked #84.

Atlas Private Wealth Management first reported a position in PM in Q4 2019 and has held it in 18 quarters since. The position peaked at $785K in Q4 2022. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

  • Atlas Private Wealth Management held 7,660 shares of Philip Morris worth $702K as of Q1 2024.
  • Atlas Private Wealth Management sold 36 Philip Morris shares in Q1 2024, an estimated $3.32K.
  • Philip Morris made up 0.29% of Atlas Private Wealth Management's portfolio in Q1 2024, its #84 holding.
  • Atlas Private Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's Philip Morris position peaked at $785K in Q4 2022.
  • 2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.