Chemistry Wealth Management’s Philip Morris PM Stock Holding History

Chemistry 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
2023 Q4	–	Sell	-7,442	Closed	-$689K	–	157
2023 Q3	$689K	Sell	7,442 -290	-4%	-$27.9K	0.23%	70
2023 Q2	$755K	Sell	7,732 -168	-2%	-$16.1K	0.25%	70
2023 Q1	$768K	Buy	7,900 +83	+1%	+$8.27K	0.27%	63
2022 Q4	$791K	Buy	7,817 +40	+0.5%	+$3.77K	0.31%	57
2022 Q3	$646K	Buy	7,777 +99	+1%	+$9.44K	0.26%	66
2022 Q2	$758K	Buy	7,678 +245	+3%	+$25K	0.29%	61
2022 Q1	$698K	Buy	+7,433	New	+$744K	0.24%	68

Other funds holding PM

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chemistry Wealth Management's PM Position: Q4 2023 in Review

Chemistry Wealth Management sold out of Philip Morris (PM) in Q4 2023, closing a stake of 7,442 shares — an estimated $689K sold.

Chemistry Wealth Management first reported a position in PM in Q1 2022 and held it in 7 quarters. The position peaked at $791K in Q4 2022. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

Chemistry Wealth Management reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
Chemistry Wealth Management sold 7,442 Philip Morris shares in Q4 2023, an estimated $689K.
Chemistry Wealth Management first reported a position in Philip Morris in Q1 2022 and held it in 7 quarters.
Chemistry Wealth Management's Philip Morris position peaked at $791K in Q4 2022.
2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on Chemistry Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.