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Edge Wealth Management’s Philip Morris PM Stock Holding History

Edge 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
2020
Q3 		– Sell
-30
Closed -$2K – 583
2020
Q2 		$2K Hold
30
– – ﹤0.01% 616
2020
Q1 		$2K Hold
30
– – ﹤0.01% 549
2019
Q4 		$3K Hold
30
– – ﹤0.01% 521
2019
Q3 		$2K Hold
30
– – ﹤0.01% 531
2019
Q2 		$2K Hold
30
– – ﹤0.01% 537
2019
Q1 		$3K Sell
30
-2,300
-99% -$185K ﹤0.01% 504
2018
Q4 		$156K Sell
2,330
-2,850
-55% -$238K 0.04% 155
2018
Q3 		$422K Sell
5,180
-1,955
-27% -$160K 0.1% 95
2018
Q2 		$576K Buy
7,135
+5,132
+256% +$436K 0.15% 87
2018
Q1 		$199K Sell
2,003
-115
-5% -$12K 0.05% 124
2017
Q4 		$224K Buy
2,118
+1,093
+107% +$116K 0.06% 121
2017
Q3 		$114K Sell
1,025
-195
-16% -$22.7K 0.03% 160
2017
Q2 		$144K Sell
1,220
-47
-4% -$5.44K 0.05% 148
2017
Q1 		$143K Sell
1,267
-633
-33% -$65.3K 0.05% 138
2016
Q4 		$174K Hold
1,900
– – 0.07% 122
2016
Q3 		$185K Sell
1,900
-1,154
-38% -$116K 0.08% 106
2016
Q2 		$311K Hold
3,054
– – 0.13% 88
2016
Q1 		$300K Buy
3,054
+240
+9% +$22K 0.14% 90
2015
Q4 		$249K Buy
2,814
+320
+13% +$27.8K 0.09% 104
2015
Q3 		$197K Sell
2,494
-205
-8% -$16.9K 0.07% 102
2015
Q2 		$217K Buy
2,699
+2,625
+3,547% +$216K 0.07% 101
2015
Q1 		$6K Buy
+74
New +$6.01K ﹤0.01% 332
2014
Q4 		– Sell
-62,805
Closed -$5.23M – 429
2014
Q3 		$5.23M Sell
62,805
-1,010
-2% -$85.4K 2.01% 17
2014
Q2 		$5.38M Sell
63,815
-11,105
-15% -$956K 2.24% 17
2014
Q1 		$6.13M Buy
+74,920
New +$6.05M 2.57% 17
2013
Q4 		– Sell
-3,500
Closed -$303K – 360
2013
Q3 		$303K Hold
3,500
– – 0.18% 56
2013
Q2 		$306K Buy
+3,500
New +$325K 0.2% 49

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Edge Wealth Management's PM Position: Q3 2020 in Review

Edge Wealth Management sold out of Philip Morris (PM) in Q3 2020, closing a stake of 30 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in PM in Q2 2013 and held it in 27 quarters. The position peaked at $6.13M in Q1 2014. 1,678 funds tracked by Wall St. Rank hold PM as of Q3 2020.

  • Edge Wealth Management reported no remaining Philip Morris position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 30 Philip Morris shares in Q3 2020, an estimated $2K.
  • Edge Wealth Management first reported a position in Philip Morris in Q2 2013 and held it in 27 quarters.
  • Edge Wealth Management's Philip Morris position peaked at $6.13M in Q1 2014.
  • 1,678 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.