Clearview Wealth Advisors’s Philip Morris PM Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-883	Closed	-$86.2K	–	482
2023 Q2	$86.2K	Buy	883 +4	+0.5%	+$382	0.09%	156
2023 Q1	$85.5K	Buy	879 +5	+0.6%	+$498	0.09%	159
2022 Q4	$88.5K	Buy	874 +24	+3%	+$2.27K	0.07%	128
2022 Q3	$71K	Sell	850 -18	-2%	-$1.72K	0.06%	141
2022 Q2	$86K	Buy	868 +5	+0.6%	+$510	0.06%	135
2022 Q1	$81K	Buy	863 +44	+5%	+$4.4K	0.05%	158
2021 Q4	$78K	Buy	819 +4	+0.5%	+$374	0.05%	187
2021 Q3	$77K	Buy	815 +155	+23%	+$15.6K	0.05%	189
2021 Q2	$65K	Buy	660 +214	+48%	+$20.5K	0.04%	216
2021 Q1	$40K	Buy	446 +5	+1%	+$425	0.03%	250
2020 Q4	$37K	Buy	+441	New	+$34.3K	0.02%	228

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

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

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

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

Clearview Wealth Advisors's PM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Philip Morris (PM) in Q3 2023, closing a stake of 883 shares — an estimated $86.2K sold.

Clearview Wealth Advisors first reported a position in PM in Q4 2020 and held it in 11 quarters. The position peaked at $88.5K in Q4 2022. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

Clearview Wealth Advisors reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 883 Philip Morris shares in Q3 2023, an estimated $86.2K.
Clearview Wealth Advisors first reported a position in Philip Morris in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Philip Morris position peaked at $88.5K in Q4 2022.
2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.