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Criterion Capital Advisors’s Philip Morris PM Stock Holding History

Criterion 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
2024
Q4 		$60.8K Hold
600
– – 0.04% 118
2024
Q3 		$60.8K Hold
600
– – 0.04% 118
2024
Q2 		$60.8K Hold
600
– – 0.04% 118
2024
Q1 		$55K Sell
600
-26
-4% -$2.4K 0.04% 129
2023
Q4 		$58.9K Buy
+626
New +$57.7K 0.04% 126

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Criterion Capital Advisors's PM Position: Q4 2024 in Review

Criterion Capital Advisors held its Philip Morris (PM) position steady in Q4 2024 at 600 shares worth $60.8K. The position accounts for 0.04% of the portfolio, ranked #118.

Criterion Capital Advisors first reported a position in PM in Q4 2023 and has held it in 5 quarters since. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Criterion Capital Advisors held 600 shares of Philip Morris worth $60.8K as of Q4 2024.
  • Criterion Capital Advisors left its Philip Morris share count unchanged in Q4 2024.
  • Philip Morris made up 0.04% of Criterion Capital Advisors's portfolio in Q4 2024, its #118 holding.
  • Criterion Capital Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 5 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.