Highland Private Wealth Management’s Philip Morris PM Stock Holding History

Highland Private 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 Q3	–	Sell	-2,310	Closed	-$228K	–	195
2022 Q2	$228K	Buy	2,310 +44	+2%	+$4.49K	0.04%	166
2022 Q1	$213K	Buy	+2,266	New	+$227K	0.03%	177

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Highland Private Wealth Management's PM Position: Q3 2022 in Review

Highland Private Wealth Management sold out of Philip Morris (PM) in Q3 2022, closing a stake of 2,310 shares — an estimated $228K sold.

Highland Private Wealth Management first reported a position in PM in Q1 2022 and held it in 2 quarters. The position peaked at $228K in Q2 2022. 1,943 funds tracked by Wall St. Rank hold PM as of Q3 2022.

Highland Private Wealth Management reported no remaining Philip Morris position as of Q3 2022 after selling out during the quarter.
Highland Private Wealth Management sold 2,310 Philip Morris shares in Q3 2022, an estimated $228K.
Highland Private Wealth Management first reported a position in Philip Morris in Q1 2022 and held it in 2 quarters.
Highland Private Wealth Management's Philip Morris position peaked at $228K in Q2 2022.
1,943 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Highland Private Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.