BG
PM icon

Benedetti & Gucer’s Philip Morris PM Stock Holding History

Benedetti & Gucer’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
Q3 		– Sell
-2,547
Closed -$249K – 148
2023
Q2 		$249K Buy
2,547
+181
+8% +$17.3K 0.13% 123
2023
Q1 		$230K Buy
2,366
+100
+4% +$9.97K 0.13% 127
2022
Q4 		$229K Buy
+2,266
New +$214K 0.17% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benedetti & Gucer's PM Position: Q3 2023 in Review

Benedetti & Gucer sold out of Philip Morris (PM) in Q3 2023, closing a stake of 2,547 shares — an estimated $249K sold.

Benedetti & Gucer first reported a position in PM in Q4 2022 and held it in 3 quarters. The position peaked at $249K in Q2 2023. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

  • Benedetti & Gucer reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
  • Benedetti & Gucer sold 2,547 Philip Morris shares in Q3 2023, an estimated $249K.
  • Benedetti & Gucer first reported a position in Philip Morris in Q4 2022 and held it in 3 quarters.
  • Benedetti & Gucer's Philip Morris position peaked at $249K in Q2 2023.
  • 2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Benedetti & Gucer's 13F filing for Q3 2023, filed 2 Nov 2023.