FWMM
PM icon

Foundation Wealth Management (Missouri)’s Philip Morris PM Stock Holding History

Foundation Wealth Management (Missouri)’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
Q4 		– Sell
-9,750
Closed -$903K – 40
2023
Q3 		$903K Hold
9,750
– – 0.9% 24
2023
Q2 		$952K Hold
9,750
– – 0.93% 23
2023
Q1 		$948K Hold
9,750
– – 0.98% 22
2022
Q4 		$987K Buy
+9,750
New +$920K 1% 23

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s PM Position: Q4 2023 in Review

Foundation Wealth Management (Missouri) sold out of Philip Morris (PM) in Q4 2023, closing a stake of 9,750 shares — an estimated $903K sold.

Foundation Wealth Management (Missouri) first reported a position in PM in Q4 2022 and held it in 4 quarters. The position peaked at $987K in Q4 2022. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

  • Foundation Wealth Management (Missouri) reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 9,750 Philip Morris shares in Q4 2023, an estimated $903K.
  • Foundation Wealth Management (Missouri) first reported a position in Philip Morris in Q4 2022 and held it in 4 quarters.
  • Foundation Wealth Management (Missouri)'s Philip Morris position peaked at $987K in Q4 2022.
  • 2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q4 2023, filed 24 Jan 2024.