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BT Wealth Management’s Philip Morris PM Stock Holding History

BT Wealth Management’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
Q3 		– Sell
-2,588
Closed -$211K – 55
2019
Q2 		$211K Buy
2,588
+16
+0.6% +$1.32K 0.12% 51
2019
Q1 		$227K Sell
2,572
-2,157
-46% -$174K 0.13% 52
2018
Q4 		$387K Buy
+4,729
New +$395K 0.17% 64

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

BT Wealth Management's PM Position: Q3 2019 in Review

BT Wealth Management sold out of Philip Morris (PM) in Q3 2019, closing a stake of 2,588 shares — an estimated $211K sold.

BT Wealth Management first reported a position in PM in Q4 2018 and held it in 3 quarters. The position peaked at $387K in Q4 2018. 1,661 funds tracked by Wall St. Rank hold PM as of Q3 2019.

  • BT Wealth Management reported no remaining Philip Morris position as of Q3 2019 after selling out during the quarter.
  • BT Wealth Management sold 2,588 Philip Morris shares in Q3 2019, an estimated $211K.
  • BT Wealth Management first reported a position in Philip Morris in Q4 2018 and held it in 3 quarters.
  • BT Wealth Management's Philip Morris position peaked at $387K in Q4 2018.
  • 1,661 funds tracked by Wall St. Rank held Philip Morris as of Q3 2019.

Based on BT Wealth Management's 13F filing for Q3 2019, filed 11 Oct 2019.