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BDO Wealth Advisors’s Philip Morris PM Stock Holding History

BDO 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
2023
Q2 		$77.5K Buy
794
+266
+50% +$25.4K 0.01% 366
2023
Q1 		$51.3K Sell
528
-39
-7% -$3.89K 0.01% 419
2022
Q4 		$57.4K Buy
567
+2
+0.4% +$189 0.01% 395
2022
Q3 		$47K Buy
565
+1
+0.2% +$95 0.01% 415
2022
Q2 		$56K Buy
564
+2
+0.4% +$204 0.01% 394
2022
Q1 		$53K Buy
562
+76
+16% +$7.6K 0.01% 420
2021
Q4 		$46K Sell
486
-1,165
-71% -$109K ﹤0.01% 459
2021
Q3 		$156K Buy
1,651
+2
+0.1% +$201 0.02% 311
2021
Q2 		$163K Sell
1,649
-215
-12% -$20.6K 0.02% 317
2021
Q1 		$165K Buy
1,864
+148
+9% +$12.6K 0.02% 312
2020
Q4 		$142K Buy
1,716
+3
+0.2% +$234 0.02% 264
2020
Q3 		$128K Sell
1,713
-100
-6% -$7.71K 0.02% 249
2020
Q2 		$127K Sell
1,813
-333
-16% -$24.3K 0.02% 258
2020
Q1 		$157K Buy
2,146
+312
+17% +$25.7K 0.03% 224
2019
Q4 		$156K Buy
1,834
+3
+0.2% +$247 0.04% 214
2019
Q3 		$139K Sell
1,831
-596
-25% -$47.2K 0.04% 227
2019
Q2 		$191K Sell
2,427
-143
-6% -$11.8K 0.05% 196
2019
Q1 		$227K Sell
2,570
-773
-23% -$62.3K 0.07% 163
2018
Q4 		$223K Buy
3,343
+184
+6% +$15.4K 0.08% 140
2018
Q3 		$258K Buy
3,159
+14
+0.4% +$1.15K 0.08% 131
2018
Q2 		$254K Buy
3,145
+688
+28% +$58.4K 0.09% 137
2018
Q1 		$244K Buy
2,457
+1,008
+70% +$105K 0.09% 117
2017
Q4 		$153K Buy
1,449
+934
+181% +$99.5K 0.07% 126
2017
Q3 		$57K Sell
515
-998
-66% -$116K 0.03% 186
2017
Q2 		$178K Buy
+1,513
New +$175K 0.08% 132

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BDO Wealth Advisors's PM Position: Q2 2023 in Review

BDO Wealth Advisors increased its Philip Morris (PM) stake by 50% in Q2 2023, buying an estimated $25.4K and bringing the position to 794 shares worth $77.5K. The position accounts for 0.01% of the portfolio, ranked #366.

BDO Wealth Advisors first reported a position in PM in Q2 2017 and has held it in 25 quarters since. The position peaked at $258K in Q3 2018. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

  • BDO Wealth Advisors held 794 shares of Philip Morris worth $77.5K as of Q2 2023.
  • BDO Wealth Advisors bought 266 Philip Morris shares in Q2 2023, an estimated $25.4K.
  • Philip Morris made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #366 holding.
  • BDO Wealth Advisors first reported a position in Philip Morris in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Philip Morris position peaked at $258K in Q3 2018.
  • 2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.