Foresight Wealth Management’s Philip Morris PM Stock Holding History

Foresight 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 Q4	–	Sell	-10,164	Closed	-$844K	–	81
2022 Q3	$844K	Buy	10,164 +652	+7%	+$62.2K	0.19%	47
2022 Q2	$939K	Buy	9,512 +774	+9%	+$78.9K	0.19%	48
2022 Q1	$821K	Buy	8,738 +2,044	+31%	+$204K	0.15%	55
2021 Q4	$636K	Buy	6,694 +492	+8%	+$46K	0.01%	68
2021 Q3	$588K	Sell	6,202 -70	-1%	-$7.04K	0.12%	65
2021 Q2	$622K	Buy	6,272 +1,451	+30%	+$139K	0.14%	68
2021 Q1	$428K	Buy	+4,821	New	+$409K	0.11%	82

Other funds holding PM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foresight Wealth Management's PM Position: Q4 2022 in Review

Foresight Wealth Management sold out of Philip Morris (PM) in Q4 2022, closing a stake of 10,164 shares — an estimated $844K sold.

Foresight Wealth Management first reported a position in PM in Q1 2021 and held it in 7 quarters. The position peaked at $939K in Q2 2022. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Foresight Wealth Management reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 10,164 Philip Morris shares in Q4 2022, an estimated $844K.
Foresight Wealth Management first reported a position in Philip Morris in Q1 2021 and held it in 7 quarters.
Foresight Wealth Management's Philip Morris position peaked at $939K in Q2 2022.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.