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Financial Enhancement Group’s Philip Morris PM Stock Holding History

Financial Enhancement Group’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
-40
Closed -$4K – 334
2021
Q4 		$4K Hold
40
– – ﹤0.01% 227
2021
Q3 		$4K Sell
40
-6
-13% -$604 ﹤0.01% 233
2021
Q2 		$5K Hold
46
– – ﹤0.01% 210
2021
Q1 		$4K Sell
46
-24
-34% -$2.04K ﹤0.01% 219
2020
Q4 		$6K Buy
+70
New +$5.45K ﹤0.01% 218

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Enhancement Group's PM Position: Q1 2022 in Review

Financial Enhancement Group sold out of Philip Morris (PM) in Q1 2022, closing a stake of 40 shares — an estimated $4K sold.

Financial Enhancement Group first reported a position in PM in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

  • Financial Enhancement Group reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 40 Philip Morris shares in Q1 2022, an estimated $4K.
  • Financial Enhancement Group first reported a position in Philip Morris in Q4 2020 and held it in 5 quarters.
  • Financial Enhancement Group's Philip Morris position peaked at $6K in Q4 2020.
  • 1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on Financial Enhancement Group's 13F filing for Q1 2022, filed 18 May 2022.