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Empire Financial Management Company’s Philip Morris PM Stock Holding History

Empire Financial Management Company’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
-3,690
Closed -$359K – 197
2023
Q1 		$359K Buy
+3,690
New +$368K 0.15% 146

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Capital International Investors
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BlackRock
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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

Empire Financial Management Company's PM Position: Q2 2023 in Review

Empire Financial Management Company sold out of Philip Morris (PM) in Q2 2023, closing a stake of 3,690 shares — an estimated $359K sold.

Empire Financial Management Company first reported a position in PM in Q1 2023 and held it in 1 quarter. The position peaked at $359K in Q1 2023. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

  • Empire Financial Management Company reported no remaining Philip Morris position as of Q2 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 3,690 Philip Morris shares in Q2 2023, an estimated $359K.
  • Empire Financial Management Company first reported a position in Philip Morris in Q1 2023 and held it in 1 quarter.
  • Empire Financial Management Company's Philip Morris position peaked at $359K in Q1 2023.
  • 2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Empire Financial Management Company's 13F filing for Q2 2023, filed 27 Jul 2023.