CASC
PM icon

Coppell Advisory Solutions Corp’s Philip Morris PM Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-236
Closed -$23.9K – 829
2022
Q4 		$23.9K Buy
+236
New +$22.3K 0.01% 472

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions Corp's PM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Philip Morris (PM) in Q1 2023, closing a stake of 236 shares — an estimated $23.9K sold.

Coppell Advisory Solutions Corp first reported a position in PM in Q4 2022 and held it in 1 quarter. The position peaked at $23.9K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 236 Philip Morris shares in Q1 2023, an estimated $23.9K.
  • Coppell Advisory Solutions Corp first reported a position in Philip Morris in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Philip Morris position peaked at $23.9K in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.