Column Capital Advisors’s Philip Morris PM Stock Holding History

Column Capital 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
2022 Q4	–	Sell	-1,416	Closed	-$118K	–	853
2022 Q3	$118K	Sell	1,416 -472	-25%	-$45K	0.02%	167
2022 Q2	$186K	Buy	+1,888	New	+$192K	0.04%	124
2020 Q3	–	Sell	-219	Closed	-$15K	–	821
2020 Q2	$15K	Sell	219 -2	-0.9%	-$146	0.01%	416
2020 Q1	$16K	Sell	221 -119	-35%	-$9.79K	0.01%	337
2019 Q4	$28K	Buy	+340	New	+$28K	0.01%	316

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

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

Column Capital Advisors's PM Position: Q4 2022 in Review

Column Capital Advisors sold out of Philip Morris (PM) in Q4 2022, closing a stake of 1,416 shares — an estimated $118K sold.

Column Capital Advisors first reported a position in PM in Q4 2019 and held it in 5 quarters. The position peaked at $186K in Q2 2022. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Column Capital Advisors reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
Column Capital Advisors sold 1,416 Philip Morris shares in Q4 2022, an estimated $118K.
Column Capital Advisors first reported a position in Philip Morris in Q4 2019 and held it in 5 quarters.
Column Capital Advisors's Philip Morris position peaked at $186K in Q2 2022.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Column Capital Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.