Greenup Street Wealth Management’s Philip Morris PM Stock Holding History

Greenup Street 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
2024 Q2	–	Sell	-20,850	Closed	-$1.91M	–	90
2024 Q1	$1.91M	Buy	+20,850	New	+$1.92M	0.48%	41
2023 Q4	–	Sell	-19,847	Closed	-$1.84M	–	98
2023 Q3	$1.84M	Buy	19,847 +7,405	+60%	+$713K	0.6%	33
2023 Q2	$1.21M	Buy	+12,442	New	+$1.19M	0.33%	51
2022 Q2	–	Sell	-10,404	Closed	-$977K	–	98
2022 Q1	$977K	Buy	10,404 +657	+7%	+$65.7K	0.54%	45
2021 Q4	$926K	Buy	+9,747	New	+$911K	0.54%	47

Other funds holding PM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenup Street Wealth Management's PM Position: Q2 2024 in Review

Greenup Street Wealth Management sold out of Philip Morris (PM) in Q2 2024, closing a stake of 20,850 shares — an estimated $1.91M sold.

Greenup Street Wealth Management first reported a position in PM in Q4 2021 and held it in 5 quarters. The position peaked at $1.91M in Q1 2024. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

Greenup Street Wealth Management reported no remaining Philip Morris position as of Q2 2024 after selling out during the quarter.
Greenup Street Wealth Management sold 20,850 Philip Morris shares in Q2 2024, an estimated $1.91M.
Greenup Street Wealth Management first reported a position in Philip Morris in Q4 2021 and held it in 5 quarters.
Greenup Street Wealth Management's Philip Morris position peaked at $1.91M in Q1 2024.
2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Greenup Street Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.