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Aveo Capital Partners’s Philip Morris PM Stock Holding History

Aveo Capital Partners’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
2025
Q1 		– Sell
-1,904
Closed -$229K – 290
2024
Q4 		$229K Buy
1,904
+39
+2% +$4.92K 0.03% 320
2024
Q3 		$226K Sell
1,865
-200
-10% -$23.2K 0.02% 318
2024
Q2 		$209K Sell
2,065
-904
-30% -$88.4K 0.02% 306
2024
Q1 		$289K Sell
2,969
-40
-1% -$3.69K 0.03% 299
2023
Q4 		$283K Buy
3,009
+38
+1% +$3.5K 0.03% 277
2023
Q3 		$275K Buy
2,971
+78
+3% +$7.51K 0.04% 277
2023
Q2 		$282K Buy
2,893
+130
+5% +$12.4K 0.04% 279
2023
Q1 		$269K Buy
2,763
+323
+13% +$32.2K 0.04% 282
2022
Q4 		$247K Buy
+2,440
New +$230K 0.04% 280
2021
Q3 		– Sell
-2,129
Closed -$211K – 281
2021
Q2 		$211K Buy
+2,129
New +$204K 0.05% 250
2017
Q1 		– Sell
-4,548
Closed -$416K – 202
2016
Q4 		$416K Buy
+4,548
New +$421K 0.12% 112

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aveo Capital Partners's PM Position: Q1 2025 in Review

Aveo Capital Partners sold out of Philip Morris (PM) in Q1 2025, closing a stake of 1,904 shares — an estimated $229K sold.

Aveo Capital Partners first reported a position in PM in Q4 2016 and held it in 11 quarters. The position peaked at $416K in Q4 2016. 2,709 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • Aveo Capital Partners reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 1,904 Philip Morris shares in Q1 2025, an estimated $229K.
  • Aveo Capital Partners first reported a position in Philip Morris in Q4 2016 and held it in 11 quarters.
  • Aveo Capital Partners's Philip Morris position peaked at $416K in Q4 2016.
  • 2,709 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.