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Bivin & Associates’s Philip Morris PM Stock Holding History

Bivin & Associates’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 		$28K Hold
284
– – 0.03% 101
2022
Q1 		$27K Hold
284
– – 0.02% 119
2021
Q4 		$27K Buy
+284
New +$26.5K 0.02% 126

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bivin & Associates's PM Position: Q2 2022 in Review

Bivin & Associates held its Philip Morris (PM) position steady in Q2 2022 at 284 shares worth $28K. The position accounts for 0.03% of the portfolio, ranked #101.

Bivin & Associates first reported a position in PM in Q4 2021 and has held it in 3 quarters since. 1,981 funds tracked by Wall St. Rank hold PM as of Q2 2022.

  • Bivin & Associates held 284 shares of Philip Morris worth $28K as of Q2 2022.
  • Bivin & Associates left its Philip Morris share count unchanged in Q2 2022.
  • Philip Morris made up 0.03% of Bivin & Associates's portfolio in Q2 2022, its #101 holding.
  • Bivin & Associates first reported a position in Philip Morris in Q4 2021 and has held it in 3 quarters since.
  • 1,981 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.