Fortitude Advisory Group’s Philip Morris PM Stock Holding History

Fortitude Advisory 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
2023 Q2	–	Sell	-2,184	Closed	-$212K	–	222
2023 Q1	$212K	Sell	2,184 -155	-7%	-$15.4K	0.16%	179
2022 Q4	$237K	Buy	+2,339	New	+$221K	0.2%	156
2022 Q3	–	Sell	-2,260	Closed	-$223K	–	214
2022 Q2	$223K	Buy	2,260 +28	+1%	+$2.85K	0.2%	154
2022 Q1	$210K	Buy	2,232 +18	+0.8%	+$1.8K	0.11%	191
2021 Q4	$211K	Buy	+2,214	New	+$207K	0.11%	188

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fortitude Advisory Group's PM Position: Q2 2023 in Review

Fortitude Advisory Group sold out of Philip Morris (PM) in Q2 2023, closing a stake of 2,184 shares — an estimated $212K sold.

Fortitude Advisory Group first reported a position in PM in Q4 2021 and held it in 5 quarters. The position peaked at $237K in Q4 2022. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

Fortitude Advisory Group reported no remaining Philip Morris position as of Q2 2023 after selling out during the quarter.
Fortitude Advisory Group sold 2,184 Philip Morris shares in Q2 2023, an estimated $212K.
Fortitude Advisory Group first reported a position in Philip Morris in Q4 2021 and held it in 5 quarters.
Fortitude Advisory Group's Philip Morris position peaked at $237K in Q4 2022.
2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Fortitude Advisory Group's 13F filing for Q2 2023, filed 31 Jul 2023.