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Financial Architects (New Jersey)’s Philip Morris PM Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-3,000
Closed -$236K – 1134
2019
Q2 		$236K Buy
+3,000
New +$248K 0.04% 227

Other funds holding PM

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Financial Architects (New Jersey)'s PM Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Philip Morris (PM) stake by 0.46% in Q2 2023, selling an estimated $2.01K and leaving 4,518 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #223.

Financial Architects (New Jersey) first reported a position in PM in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.47M in Q2 2018. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

  • Financial Architects (New Jersey) held 4,518 shares of Philip Morris worth $441K as of Q2 2023.
  • Financial Architects (New Jersey) sold 21 Philip Morris shares in Q2 2023, an estimated $2.01K.
  • Philip Morris made up 0.07% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #223 holding.
  • Financial Architects (New Jersey) first reported a position in Philip Morris in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s Philip Morris position peaked at $1.47M in Q2 2018.
  • 2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.