CCM
PM icon

Cox Capital Management’s Philip Morris PM Stock Holding History

Cox Capital Management’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
2020
Q2 		– Sell
-600
Closed -$51K – 159
2020
Q1 		$51K Buy
+600
New +$49.4K 0.04% 103

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cox Capital Management's PM Position: Q2 2020 in Review

Cox Capital Management sold out of Philip Morris (PM) in Q2 2020, closing a stake of 600 shares — an estimated $51K sold.

Cox Capital Management first reported a position in PM in Q1 2020 and held it in 1 quarter. The position peaked at $51K in Q1 2020. 1,661 funds tracked by Wall St. Rank hold PM as of Q2 2020.

  • Cox Capital Management reported no remaining Philip Morris position as of Q2 2020 after selling out during the quarter.
  • Cox Capital Management sold 600 Philip Morris shares in Q2 2020, an estimated $51K.
  • Cox Capital Management first reported a position in Philip Morris in Q1 2020 and held it in 1 quarter.
  • Cox Capital Management's Philip Morris position peaked at $51K in Q1 2020.
  • 1,661 funds tracked by Wall St. Rank held Philip Morris as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.