Curi Wealth Management’s Philip Morris PM Stock Holding History

Curi Wealth 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
2023 Q1	–	Sell	-4,782	Closed	-$484K	–	183
2022 Q4	$484K	Buy	+4,782	New	+$451K	0.07%	114
2022 Q3	–	Sell	-1,840	Closed	-$182K	–	565
2022 Q2	$182K	Buy	1,840 +381	+26%	+$38.8K	0.04%	125
2022 Q1	$137K	Buy	1,459 +420	+40%	+$42K	0.02%	134
2021 Q4	$98K	Buy	+1,039	New	+$97.1K	0.02%	143
2021 Q1	–	Sell	-933	Closed	-$77K	–	384
2020 Q4	$77K	Buy	+933	New	+$72.6K	0.06%	126

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Curi Wealth Management's PM Position: Q1 2023 in Review

Curi Wealth Management sold out of Philip Morris (PM) in Q1 2023, closing a stake of 4,782 shares — an estimated $484K sold.

Curi Wealth Management first reported a position in PM in Q4 2020 and held it in 5 quarters. The position peaked at $484K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Curi Wealth Management reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 4,782 Philip Morris shares in Q1 2023, an estimated $484K.
Curi Wealth Management first reported a position in Philip Morris in Q4 2020 and held it in 5 quarters.
Curi Wealth Management's Philip Morris position peaked at $484K in Q4 2022.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.