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Credential Qtrade Securities’s Philip Morris PM Stock Holding History

Credential Qtrade Securities’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
Q2 		– Sell
-32
Closed -$3.11K – 410
2023
Q1 		$3.11K Buy
+32
New +$3.19K ﹤0.01% 337
2022
Q4 		– Sell
-155
Closed -$12.9K – 389
2022
Q3 		$12.9K Buy
+155
New +$14.8K ﹤0.01% 288
2019
Q3 		– Sell
-117
Closed -$9.19K – 300
2019
Q2 		$9.19K Buy
+117
New +$9.66K ﹤0.01% 242

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credential Qtrade Securities's PM Position: Q2 2023 in Review

Credential Qtrade Securities sold out of Philip Morris (PM) in Q2 2023, closing a stake of 32 shares — an estimated $3.11K sold.

Credential Qtrade Securities first reported a position in PM in Q2 2019 and held it in 3 quarters. The position peaked at $12.9K in Q3 2022. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

  • Credential Qtrade Securities reported no remaining Philip Morris position as of Q2 2023 after selling out during the quarter.
  • Credential Qtrade Securities sold 32 Philip Morris shares in Q2 2023, an estimated $3.11K.
  • Credential Qtrade Securities first reported a position in Philip Morris in Q2 2019 and held it in 3 quarters.
  • Credential Qtrade Securities's Philip Morris position peaked at $12.9K in Q3 2022.
  • 2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.