Claris Advisors’s Philip Morris PM Stock Holding History

Claris 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 Q4	–	Sell	-516	Closed	-$62.6K	–	865
2024 Q3	$62.6K	Buy	+516	New	+$60K	0.03%	107

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Claris Advisors's PM Position: Q4 2024 in Review

Claris Advisors sold out of Philip Morris (PM) in Q4 2024, closing a stake of 516 shares — an estimated $62.6K sold.

Claris Advisors first reported a position in PM in Q3 2024 and held it in 1 quarter. The position peaked at $62.6K in Q3 2024. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

Claris Advisors reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 516 Philip Morris shares in Q4 2024, an estimated $62.6K.
Claris Advisors first reported a position in Philip Morris in Q3 2024 and held it in 1 quarter.
Claris Advisors's Philip Morris position peaked at $62.6K in Q3 2024.
2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.