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Better Money Decisions’s Philip Morris PM Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-156
Closed -$15K – 335
2022
Q2 		$15K Buy
+156
New +$15.9K 0.01% 261
2021
Q4 		– Sell
-304
Closed -$29K – 439
2021
Q3 		$29K Buy
304
+4
+1% +$402 0.02% 225
2021
Q2 		$30K Buy
300
+4
+1% +$384 0.03% 210
2021
Q1 		$26K Buy
+296
New +$25.1K 0.03% 194

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Better Money Decisions's PM Position: Q3 2022 in Review

Better Money Decisions sold out of Philip Morris (PM) in Q3 2022, closing a stake of 156 shares — an estimated $15K sold.

Better Money Decisions first reported a position in PM in Q1 2021 and held it in 4 quarters. The position peaked at $30K in Q2 2021. 1,942 funds tracked by Wall St. Rank hold PM as of Q3 2022.

  • Better Money Decisions reported no remaining Philip Morris position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 156 Philip Morris shares in Q3 2022, an estimated $15K.
  • Better Money Decisions first reported a position in Philip Morris in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Philip Morris position peaked at $30K in Q2 2021.
  • 1,942 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.