Guidant Wealth Advisors’s Philip Morris PM Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$55K	Buy	720 +7	+1%	+$555	0.02%	167
2019 Q2	$56K	Buy	713 +140	+24%	+$11.6K	0.02%	168
2019 Q1	$51K	Sell	573 -175	-23%	-$14.1K	0.02%	175
2018 Q4	$49K	Hold	748	–	–	0.02%	134
2018 Q3	$61K	Hold	748	–	–	0.03%	76
2018 Q2	$60K	Sell	748 -19	-2%	-$1.61K	0.03%	72
2018 Q1	$74K	Buy	767 +19	+3%	+$1.98K	0.03%	65
2017 Q4	$77K	Sell	748 -191	-20%	-$20.4K	0.03%	66
2017 Q3	$106K	Hold	939	–	–	0.08%	52
2017 Q2	$110K	Buy	939 +191	+26%	+$22.1K	0.06%	79
2017 Q1	$84K	Hold	748	–	–	0.04%	90
2016 Q4	$68K	Sell	748 -161	-18%	-$14.9K	0.04%	91
2016 Q3	$87K	Buy	+909	New	+$91.1K	0.05%	81

Other funds holding PM

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Guidant Wealth Advisors's PM Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Philip Morris (PM) stake by 0.98% in Q3 2019, buying an estimated $555 and bringing the position to 720 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #167.

Guidant Wealth Advisors first reported a position in PM in Q3 2016 and has held it in 13 quarters since. The position peaked at $110K in Q2 2017. 1,661 funds tracked by Wall St. Rank hold PM as of Q3 2019.

Guidant Wealth Advisors held 720 shares of Philip Morris worth $55K as of Q3 2019.
Guidant Wealth Advisors bought 7 Philip Morris shares in Q3 2019, an estimated $555.
Philip Morris made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #167 holding.
Guidant Wealth Advisors first reported a position in Philip Morris in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Philip Morris position peaked at $110K in Q2 2017.
1,661 funds tracked by Wall St. Rank held Philip Morris as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.