Core Wealth Advisors (Florida)’s Philip Morris PM Stock Holding History

Core Wealth Advisors (Florida)’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 Q1	–	Sell	-37	Closed	-$3.48K	–	271
2023 Q4	$3.48K	Sell	37 -108	-74%	-$9.95K	﹤0.01%	228
2023 Q3	$13.4K	Hold	145	–	–	0.01%	136
2023 Q2	$14.2K	Hold	145	–	–	0.01%	134
2023 Q1	$14.1K	Hold	145	–	–	0.01%	131
2022 Q4	$14.7K	Buy	+145	New	+$13.7K	0.01%	138
2020 Q2	–	Sell	-62	Closed	-$5K	–	158
2020 Q1	$5K	Buy	+62	New	+$5.1K	﹤0.01%	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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PM Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of Philip Morris (PM) in Q1 2024, closing a stake of 37 shares — an estimated $3.48K sold.

Core Wealth Advisors (Florida) first reported a position in PM in Q1 2020 and held it in 6 quarters. The position peaked at $14.7K in Q4 2022. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

Core Wealth Advisors (Florida) reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 37 Philip Morris shares in Q1 2024, an estimated $3.48K.
Core Wealth Advisors (Florida) first reported a position in Philip Morris in Q1 2020 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s Philip Morris position peaked at $14.7K in Q4 2022.
2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.