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GYL Financial Synergies’s Philip Morris PM Stock Holding History

GYL Financial Synergies’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
Q3 		$18M Sell
148,558
-795
-0.5% -$92.4K 1.36% 14
2024
Q2 		$15.1M Buy
149,353
+7,909
+6% +$773K 1.17% 18
2024
Q1 		$13M Buy
141,444
+1,443
+1% +$133K 1.02% 21
2023
Q4 		$13.2M Sell
140,001
-3,184
-2% -$293K 1.09% 18
2023
Q3 		$13.3M Sell
143,185
-951
-0.7% -$91.5K 1.29% 15
2023
Q2 		$14.1M Buy
144,136
+2,735
+2% +$261K 1.28% 15
2023
Q1 		$13.8M Buy
+141,401
New +$14.1M 1.65% 11
2021
Q3 		– Sell
-2,181
Closed -$216K – 193
2021
Q2 		$216K Buy
+2,181
New +$209K 0.11% 173
2021
Q1 		– Sell
-2,495
Closed -$207K – 184
2020
Q4 		$207K Buy
+2,495
New +$194K 0.12% 163
2020
Q2 		– Sell
-3,054
Closed -$223K – 162
2020
Q1 		$223K Sell
3,054
-240
-7% -$19.8K 0.14% 128
2019
Q4 		$280K Buy
3,294
+132
+4% +$10.9K 0.12% 140
2019
Q3 		$240K Hold
3,162
– – 0.12% 152
2019
Q2 		$248K Sell
3,162
-100
-3% -$8.26K 0.13% 137
2019
Q1 		$288K Sell
3,262
-354
-10% -$28.5K 0.16% 112
2018
Q4 		$241K Buy
+3,616
New +$302K 0.18% 114

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State Street
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return