Financial Advantage’s Philip Morris PM Stock Holding History

Financial Advantage’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 Q4	–	Sell	-1,000	Closed	-$83K	–	96
2022 Q3	$83K	Hold	1,000	–	–	0.08%	48
2022 Q2	$98K	Hold	1,000	–	–	0.09%	50
2022 Q1	$93K	Buy	+1,000	New	+$100K	0.08%	52
2015 Q2	–	Sell	-143	Closed	-$11K	–	126
2015 Q1	$11K	Hold	143	–	–	0.01%	90
2014 Q4	$12K	Hold	143	–	–	0.01%	83
2014 Q3	$12K	Hold	143	–	–	0.01%	90
2014 Q2	$12K	Hold	143	–	–	0.01%	92
2014 Q1	$12K	Hold	143	–	–	0.01%	94
2013 Q4	$12K	Sell	143 -100	-41%	-$8.73K	0.01%	135
2013 Q3	$21K	Hold	243	–	–	0.02%	94
2013 Q2	$21K	Buy	+243	New	+$22.6K	0.02%	100

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Financial Advantage's PM Position: Q4 2022 in Review

Financial Advantage sold out of Philip Morris (PM) in Q4 2022, closing a stake of 1,000 shares — an estimated $83K sold.

Financial Advantage first reported a position in PM in Q2 2013 and held it in 11 quarters. The position peaked at $98K in Q2 2022. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Financial Advantage reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
Financial Advantage sold 1,000 Philip Morris shares in Q4 2022, an estimated $83K.
Financial Advantage first reported a position in Philip Morris in Q2 2013 and held it in 11 quarters.
Financial Advantage's Philip Morris position peaked at $98K in Q2 2022.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Financial Advantage's 13F filing for Q4 2022, filed 26 Jan 2023.