Bromfield Sneider Wealth Advisors’s Philip Morris PM Stock Holding History

Bromfield Sneider 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
2024 Q1	$36.1K	Hold	394	–	–	0.02%	87
2023 Q4	$37.1K	Hold	394	–	–	0.03%	79
2023 Q3	$36.5K	Hold	394	–	–	0.03%	76
2023 Q2	$38.5K	Hold	394	–	–	0.03%	77
2023 Q1	$38.3K	Hold	394	–	–	0.03%	74
2022 Q4	$39.9K	Hold	394	–	–	0.04%	67
2022 Q3	$33K	Hold	394	–	–	0.04%	70
2022 Q2	$39K	Hold	394	–	–	0.05%	64
2022 Q1	$37K	Buy	+394	New	+$39.4K	0.04%	77

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's PM Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Philip Morris (PM) position steady in Q1 2024 at 394 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #87.

Bromfield Sneider Wealth Advisors first reported a position in PM in Q1 2022 and has held it in 9 quarters since. The position peaked at $39.9K in Q4 2022. 2,154 funds tracked by Wall St. Rank hold PM as of Q1 2024.

Bromfield Sneider Wealth Advisors held 394 shares of Philip Morris worth $36.1K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Philip Morris share count unchanged in Q1 2024.
Philip Morris made up 0.02% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #87 holding.
Bromfield Sneider Wealth Advisors first reported a position in Philip Morris in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Philip Morris position peaked at $39.9K in Q4 2022.
2,154 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.