Duality Advisers’s Philip Morris PM Stock Holding History

Duality Advisers’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 Q2	–	Sell	-38,644	Closed	-$3.54M	–	403
2024 Q1	$3.54M	Buy	38,644 +24,093	+166%	+$2.22M	0.35%	78
2023 Q4	$1.37M	Sell	14,551 -28,623	-66%	-$2.64M	0.14%	255
2023 Q3	$4M	Sell	43,174 -5,181	-11%	-$499K	0.48%	40
2023 Q2	$4.72M	Buy	48,355 +26,026	+117%	+$2.49M	0.59%	14
2023 Q1	$2.17M	Buy	+22,329	New	+$2.23M	0.25%	152
2022 Q2	–	Sell	-59,677	Closed	-$5.61M	–	809
2022 Q1	$5.61M	Buy	+59,677	New	+$5.97M	0.6%	8

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

Duality Advisers's PM Position: Q2 2024 in Review

Duality Advisers sold out of Philip Morris (PM) in Q2 2024, closing a stake of 38,644 shares — an estimated $3.54M sold.

Duality Advisers first reported a position in PM in Q1 2022 and held it in 6 quarters. The position peaked at $5.61M in Q1 2022. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

Duality Advisers reported no remaining Philip Morris position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 38,644 Philip Morris shares in Q2 2024, an estimated $3.54M.
Duality Advisers first reported a position in Philip Morris in Q1 2022 and held it in 6 quarters.
Duality Advisers's Philip Morris position peaked at $5.61M in Q1 2022.
2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.