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FourThought Financial’s Philip Morris PM Stock Holding History

FourThought Financial’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
Q3 		$569K Hold
6,852
– – 0.08% 156
2022
Q2 		$677K Sell
6,852
-20
-0.3% -$2.04K 0.1% 146
2022
Q1 		$646K Hold
6,872
– – 0.08% 165
2021
Q4 		$653K Sell
6,872
-1,587
-19% -$148K 0.08% 164
2021
Q3 		$801K Sell
8,459
-52
-0.6% -$5.23K 0.11% 145
2021
Q2 		$843K Sell
8,511
-108
-1% -$10.4K 0.11% 152
2021
Q1 		$764K Sell
8,619
-100
-1% -$8.49K 0.11% 148
2020
Q4 		$721K Buy
+8,719
New +$679K 0.12% 143

Other funds holding PM

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

FourThought Financial's PM Position: Q3 2022 in Review

FourThought Financial held its Philip Morris (PM) position steady in Q3 2022 at 6,852 shares worth $569K. The position accounts for 0.08% of the portfolio, ranked #156.

FourThought Financial first reported a position in PM in Q4 2020 and has held it in 8 quarters since. The position peaked at $843K in Q2 2021. 1,943 funds tracked by Wall St. Rank hold PM as of Q3 2022.

  • FourThought Financial held 6,852 shares of Philip Morris worth $569K as of Q3 2022.
  • FourThought Financial left its Philip Morris share count unchanged in Q3 2022.
  • Philip Morris made up 0.08% of FourThought Financial's portfolio in Q3 2022, its #156 holding.
  • FourThought Financial first reported a position in Philip Morris in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Philip Morris position peaked at $843K in Q2 2021.
  • 1,943 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.