Fortis Advisors’s Philip Morris PM Stock Holding History

Fortis Advisors’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
2020 Q1	–	Sell	-320	Closed	-$27K	–	366
2019 Q4	$27K	Hold	320	–	–	0.02%	237
2019 Q3	$24K	Hold	320	–	–	0.01%	242
2019 Q2	$25K	Hold	320	–	–	0.01%	275
2019 Q1	$28K	Hold	320	–	–	0.01%	255
2018 Q4	$21K	Hold	320	–	–	0.01%	257
2018 Q3	$26K	Hold	320	–	–	0.01%	238
2018 Q2	$26K	Buy	+320	New	+$27.2K	0.01%	234

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortis Advisors's PM Position: Q1 2020 in Review

Fortis Advisors sold out of Philip Morris (PM) in Q1 2020, closing a stake of 320 shares — an estimated $27K sold.

Fortis Advisors first reported a position in PM in Q2 2018 and held it in 7 quarters. The position peaked at $28K in Q1 2019. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

Fortis Advisors reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 320 Philip Morris shares in Q1 2020, an estimated $27K.
Fortis Advisors first reported a position in Philip Morris in Q2 2018 and held it in 7 quarters.
Fortis Advisors's Philip Morris position peaked at $28K in Q1 2019.
1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.