Frontier Wealth Management’s Philip Morris PM Stock Holding History

Frontier Wealth Management’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 Q2	$746K	Sell	7,550 -14,212	-65%	-$1.45M	0.05%	200
2022 Q1	$2.19M	Sell	21,762 -17,704	-45%	-$1.77M	0.03%	107
2021 Q4	$3.75M	Buy	39,466 +213	+0.5%	+$19.9K	0.25%	83
2021 Q3	$3.72M	Sell	39,253 -680	-2%	-$68.4K	0.26%	80
2021 Q2	$3.96M	Buy	39,933 +160	+0.4%	+$15.4K	0.28%	73
2021 Q1	$3.53M	Buy	39,773 +96	+0.2%	+$8.15K	0.27%	77
2020 Q4	$3.29M	Buy	39,677 +24,829	+167%	+$1.93M	0.27%	77
2020 Q3	$1.11M	Buy	14,848 +2,009	+16%	+$155K	0.1%	136
2020 Q2	$899K	Buy	12,839 +1,465	+13%	+$107K	0.08%	154
2020 Q1	$830K	Buy	11,374 +1,420	+14%	+$117K	0.14%	132
2019 Q4	$847K	Sell	9,954 -388	-4%	-$32K	0.14%	129
2019 Q3	$785K	Buy	10,342 +7	+0.1%	+$555	0.12%	146
2019 Q2	$812K	Sell	10,335 -667	-6%	-$55.1K	0.12%	138
2019 Q1	$972K	Sell	11,002 -1,190	-10%	-$95.8K	0.13%	152
2018 Q4	$814K	Sell	12,192 -2,941	-19%	-$246K	0.12%	158
2018 Q3	$1.23M	Sell	15,133 -2,828	-16%	-$232K	0.12%	132
2018 Q2	$1.45M	Buy	17,961 +3,817	+27%	+$324K	0.21%	113
2018 Q1	$1.41M	Sell	14,144 -1,066	-7%	-$111K	0.2%	121
2017 Q4	$1.61M	Buy	15,210 +1,236	+9%	+$132K	0.26%	91
2017 Q3	$1.55M	Buy	13,974 +989	+8%	+$115K	0.22%	108
2017 Q2	$1.52M	Buy	12,985 +1,205	+10%	+$140K	0.23%	105
2017 Q1	$1.33M	Buy	11,780 +2,199	+23%	+$227K	0.2%	125
2016 Q4	$877K	Sell	9,581 -840	-8%	-$77.8K	0.14%	167
2016 Q3	$1.01M	Buy	10,421 +54	+0.5%	+$5.41K	0.15%	140
2016 Q2	$1.05M	Buy	10,367 +1,960	+23%	+$195K	0.17%	127
2016 Q1	$825K	Buy	8,407 +781	+10%	+$71.6K	0.07%	159
2015 Q4	$670K	Buy	7,626 +244	+3%	+$21.2K	0.11%	166
2015 Q3	$586K	Buy	7,382 +715	+11%	+$58.8K	0.09%	185
2015 Q2	$535K	Buy	6,667 +2,873	+76%	+$236K	0.08%	196
2015 Q1	$286K	Buy	3,794 +528	+16%	+$42.9K	0.05%	235
2014 Q4	$266K	Buy	+3,266	New	+$281K	0.05%	207

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Frontier Wealth Management's PM Position: Q2 2022 in Review

Frontier Wealth Management reduced its Philip Morris (PM) stake by 65% in Q2 2022, selling an estimated $1.45M and leaving 7,550 shares worth $746K. The position accounts for 0.05% of the portfolio, ranked #200.

Frontier Wealth Management first reported a position in PM in Q4 2014 and has held it in 31 quarters since. The position peaked at $3.96M in Q2 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q2 2022.

Frontier Wealth Management held 7,550 shares of Philip Morris worth $746K as of Q2 2022.
Frontier Wealth Management sold 14,212 Philip Morris shares in Q2 2022, an estimated $1.45M.
Philip Morris made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #200 holding.
Frontier Wealth Management first reported a position in Philip Morris in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Philip Morris position peaked at $3.96M in Q2 2021.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.