Cascadia Advisory Services’s Philip Morris PM Stock Holding History

Cascadia Advisory Services’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 Q4	$371K	Buy	+4,362	New	+$360K	0.11%	156

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

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

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

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

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

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

Cascadia Advisory Services's PM Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Philip Morris (PM) in Q4 2019: 4,362 shares worth $371K. The stake represents 0.11% of the portfolio and ranks #156 among its holdings.

1,822 funds tracked by Wall St. Rank hold PM as of Q4 2019.

Cascadia Advisory Services held 4,362 shares of Philip Morris worth $371K as of Q4 2019.
Philip Morris was a new Cascadia Advisory Services position in Q4 2019.
Philip Morris made up 0.11% of Cascadia Advisory Services's portfolio in Q4 2019, its #156 holding.
1,822 funds tracked by Wall St. Rank held Philip Morris as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.