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EnRich Financial Partners’s Philip Morris PM Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-233
Closed -$28K – 173
2024
Q4 		$28K Hold
233
– – 0.01% 129
2024
Q3 		$28.3K Hold
233
– – 0.01% 123
2024
Q2 		$23.6K Hold
233
– – 0.01% 130
2024
Q1 		$21.3K Buy
+233
New +$21.5K 0.01% 123

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State Street
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GQG Partners
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Capital Research Global Investors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EnRich Financial Partners's PM Position: Q1 2025 in Review

EnRich Financial Partners sold out of Philip Morris (PM) in Q1 2025, closing a stake of 233 shares — an estimated $28K sold.

EnRich Financial Partners first reported a position in PM in Q1 2024 and held it in 4 quarters. The position peaked at $28.3K in Q3 2024. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

  • EnRich Financial Partners reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 233 Philip Morris shares in Q1 2025, an estimated $28K.
  • EnRich Financial Partners first reported a position in Philip Morris in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Philip Morris position peaked at $28.3K in Q3 2024.
  • 2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.