B. Riley Wealth Management’s Philip Morris PM Stock Holding History

B. Riley 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
2022 Q2	$1.04K	Buy	10,493 +3,366	+47%	+$343K	﹤0.01%	292
2022 Q1	$670K	Buy	7,127 +439	+7%	+$43.9K	0.05%	276
2021 Q4	$635K	Sell	6,688 -207	-3%	-$19.3K	0.04%	295
2021 Q3	$654K	Buy	+6,895	New	+$694K	0.05%	286
2020 Q3	–	Sell	-3,609	Closed	-$253K	–	501
2020 Q2	$253K	Sell	3,609 -881	-20%	-$64.2K	0.03%	332
2020 Q1	$328K	Buy	4,490 +910	+25%	+$74.9K	0.03%	336
2019 Q4	$305K	Sell	3,580 -177	-5%	-$14.6K	0.05%	289
2019 Q3	$285K	Sell	3,757 -69	-2%	-$5.47K	0.05%	281
2019 Q2	$301	Sell	3,826 -418	-10%	-$34.5K	0.05%	283
2019 Q1	$375K	Buy	4,244 +1,072	+34%	+$86.3K	0.07%	251
2018 Q4	$213K	Sell	3,172 -191	-6%	-$16K	0.04%	297
2018 Q3	$274K	Buy	+3,363	New	+$276K	0.07%	232
2015 Q3	–	Sell	-2,263	Closed	-$181K	–	600
2015 Q2	$181K	Sell	2,263 -121	-5%	-$9.96K	0.14%	199
2015 Q1	$179K	Sell	2,384 -195	-8%	-$15.8K	0.13%	212
2014 Q4	$210K	Sell	2,579 -1,787	-41%	-$153K	0.17%	153
2014 Q3	$364K	Sell	4,366 -1,963	-31%	-$166K	0.27%	107
2014 Q2	$533K	Sell	6,329 -138	-2%	-$11.9K	0.35%	66
2014 Q1	$529K	Buy	+6,467	New	+$523K	0.39%	50

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

B. Riley Wealth Management's PM Position: Q2 2022 in Review

B. Riley Wealth Management increased its Philip Morris (PM) stake by 47% in Q2 2022, buying an estimated $343K and bringing the position to 10,493 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

B. Riley Wealth Management first reported a position in PM in Q1 2014 and has held it in 18 quarters since. The position peaked at $670K in Q1 2022. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

B. Riley Wealth Management held 10,493 shares of Philip Morris worth $1.04K as of Q2 2022.
B. Riley Wealth Management bought 3,366 Philip Morris shares in Q2 2022, an estimated $343K.
Philip Morris made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #292 holding.
B. Riley Wealth Management first reported a position in Philip Morris in Q1 2014 and has held it in 18 quarters since.
B. Riley Wealth Management's Philip Morris position peaked at $670K in Q1 2022.
1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.