CA Family Wealth’s Philip Morris PM Stock Holding History

CA Family Wealth’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
2020 Q1	–	Sell	-3,212	Closed	-$273K	–	117
2019 Q4	$273K	Buy	+3,212	New	+$265K	0.18%	80

Other funds holding PM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CA Family Wealth's PM Position: Q1 2020 in Review

CA Family Wealth sold out of Philip Morris (PM) in Q1 2020, closing a stake of 3,212 shares — an estimated $273K sold.

CA Family Wealth first reported a position in PM in Q4 2019 and held it in 1 quarter. The position peaked at $273K in Q4 2019. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

CA Family Wealth reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 3,212 Philip Morris shares in Q1 2020, an estimated $273K.
CA Family Wealth first reported a position in Philip Morris in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Philip Morris position peaked at $273K in Q4 2019.
1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.