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Freedom Wealth Alliance’s Philip Morris PM Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-17
Closed -$1.72K – 346
2022
Q4 		$1.72K Buy
+17
New +$1.6K ﹤0.01% 393

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
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
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

Freedom Wealth Alliance's PM Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Philip Morris (PM) in Q1 2023, closing a stake of 17 shares — an estimated $1.72K sold.

Freedom Wealth Alliance first reported a position in PM in Q4 2022 and held it in 1 quarter. The position peaked at $1.72K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 17 Philip Morris shares in Q1 2023, an estimated $1.72K.
  • Freedom Wealth Alliance first reported a position in Philip Morris in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Philip Morris position peaked at $1.72K in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.