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Goodwin Investment Advisory’s Philip Morris PM Stock Holding History

Goodwin Investment Advisory’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
-227
Closed -$23K – 180
2022
Q4 		$23K Hold
227
– – 0.02% 115
2022
Q3 		$19K Buy
+227
New +$21.6K 0.01% 129
2022
Q2 		– Sell
-203
Closed -$19K – 212
2022
Q1 		$19K Buy
+203
New +$20.3K 0.01% 124

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

Goodwin Investment Advisory's PM Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Philip Morris (PM) in Q1 2023, closing a stake of 227 shares — an estimated $23K sold.

Goodwin Investment Advisory first reported a position in PM in Q1 2022 and held it in 3 quarters. The position peaked at $23K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 227 Philip Morris shares in Q1 2023, an estimated $23K.
  • Goodwin Investment Advisory first reported a position in Philip Morris in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Philip Morris position peaked at $23K in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.