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Beacon Pointe Wealth Advisors’s Philip Morris PM Stock Holding History

Beacon Pointe 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
2019
Q4 		$263K Sell
3,100
-694
-18% -$57.2K 0.05% 232
2019
Q3 		$288K Buy
+3,794
New +$301K 0.06% 218
2019
Q2 		– Sell
-2,386
Closed -$213K – 277
2019
Q1 		$213K Buy
+2,386
New +$192K 0.05% 243

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's PM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Philip Morris (PM) stake by 18% in Q4 2019, selling an estimated $57.2K and leaving 3,100 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #232.

Beacon Pointe Wealth Advisors first reported a position in PM in Q1 2019 and has held it in 3 quarters since. The position peaked at $288K in Q3 2019. 1,822 funds tracked by Wall St. Rank hold PM as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 3,100 shares of Philip Morris worth $263K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 694 Philip Morris shares in Q4 2019, an estimated $57.2K.
  • Philip Morris made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #232 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Philip Morris in Q1 2019 and has held it in 3 quarters since.
  • Beacon Pointe Wealth Advisors's Philip Morris position peaked at $288K in Q3 2019.
  • 1,822 funds tracked by Wall St. Rank held Philip Morris as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.