Financial Planning & Information Services’s Philip Morris PM Stock Holding History

Financial Planning & Information Services’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
2024 Q1	–	Sell	-2,161	Closed	-$203K	–	88
2023 Q4	$203K	Hold	2,161	–	–	0.03%	83
2023 Q3	$200K	Hold	2,161	–	–	0.04%	83
2023 Q2	$211K	Sell	2,161 -15	-0.7%	-$1.43K	0.04%	82
2023 Q1	$212K	Sell	2,176 -490	-18%	-$48.8K	0.04%	83
2022 Q4	$270K	Hold	2,666	–	–	0.06%	74
2022 Q3	$221K	Hold	2,666	–	–	0.05%	74
2022 Q2	$263K	Hold	2,666	–	–	0.06%	65
2022 Q1	$250K	Hold	2,666	–	–	0.06%	71
2021 Q4	$253K	Sell	2,666 -110	-4%	-$10.3K	0.06%	69
2021 Q3	$263K	Buy	2,776 +110	+4%	+$11.1K	0.07%	63
2021 Q2	$264K	Hold	2,666	–	–	0.08%	62
2021 Q1	$237K	Hold	2,666	–	–	0.07%	64
2020 Q4	$221K	Buy	+2,666	New	+$208K	0.07%	65

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Planning & Information Services's PM Position: Q1 2024 in Review

Financial Planning & Information Services sold out of Philip Morris (PM) in Q1 2024, closing a stake of 2,161 shares — an estimated $203K sold.

Financial Planning & Information Services first reported a position in PM in Q4 2020 and held it in 13 quarters. The position peaked at $270K in Q4 2022. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

Financial Planning & Information Services reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
Financial Planning & Information Services sold 2,161 Philip Morris shares in Q1 2024, an estimated $203K.
Financial Planning & Information Services first reported a position in Philip Morris in Q4 2020 and held it in 13 quarters.
Financial Planning & Information Services's Philip Morris position peaked at $270K in Q4 2022.
2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Financial Planning & Information Services's 13F filing for Q1 2024, filed 14 May 2024.