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Engrave Wealth Partners’s Philip Morris PM Stock Holding History

Engrave Wealth Partners’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
-99
Closed -$6K – 327
2020
Q2 		$6K Hold
99
– – 0.01% 311
2020
Q1 		$7K Sell
99
-100
-50% -$8.23K 0.01% 238
2019
Q4 		$16K Buy
+199
New +$16.4K 0.02% 248

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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

Engrave Wealth Partners's PM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Philip Morris (PM) in Q3 2020, closing a stake of 99 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in PM in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 1,678 funds tracked by Wall St. Rank hold PM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Philip Morris position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 99 Philip Morris shares in Q3 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in Philip Morris in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Philip Morris position peaked at $16K in Q4 2019.
  • 1,678 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.