Essex Private Wealth Management’s Philip Morris PM Stock Holding History

Essex Private 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
2022 Q1	–	Sell	-7,927	Closed	-$753K	–	57
2021 Q4	$753K	Buy	7,927 +53	+0.7%	+$4.95K	0.64%	27
2021 Q3	$746K	Sell	7,874 -14	-0.2%	-$1.41K	0.68%	28
2021 Q2	$782K	Sell	7,888 -95	-1%	-$9.12K	0.71%	27
2021 Q1	$708K	Sell	7,983 -574	-7%	-$48.7K	0.68%	29
2020 Q4	$708K	Buy	8,557 +108	+1%	+$8.41K	0.69%	31
2020 Q3	$633K	Sell	8,449 -71	-0.8%	-$5.48K	0.65%	31
2020 Q2	$596K	Sell	8,520 -145	-2%	-$10.6K	0.69%	31
2020 Q1	$632K	Buy	8,665 +119	+1%	+$9.79K	0.82%	26
2019 Q4	$727K	Buy	+8,546	New	+$704K	0.74%	31

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Essex Private Wealth Management's PM Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Philip Morris (PM) in Q1 2022, closing a stake of 7,927 shares — an estimated $753K sold.

Essex Private Wealth Management first reported a position in PM in Q4 2019 and held it in 9 quarters. The position peaked at $782K in Q2 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

Essex Private Wealth Management reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 7,927 Philip Morris shares in Q1 2022, an estimated $753K.
Essex Private Wealth Management first reported a position in Philip Morris in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's Philip Morris position peaked at $782K in Q2 2021.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.