IndexIQ Advisors’s Philip Morris PM Stock Holding History

IndexIQ 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
2022 Q1	$3.41M	Buy	+36,267	New	+$3.63M	0.12%	180
2020 Q1	–	Sell	-47,294	Closed	-$4.02M	–	1115
2019 Q4	$4.02M	Buy	47,294 +10,252	+28%	+$845K	0.14%	145
2019 Q3	$2.81M	Sell	37,042 -12,660	-25%	-$1M	0.1%	161
2019 Q2	$3.9M	Sell	49,702 -1,250	-2%	-$103K	0.12%	145
2019 Q1	$4.5M	Buy	+50,952	New	+$4.1M	0.13%	93

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

IndexIQ Advisors's PM Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Philip Morris (PM) in Q1 2022: 36,267 shares worth $3.41M. The stake represents 0.12% of the portfolio and ranks #180 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in PM as recently as Q4 2019.

IndexIQ Advisors first reported a position in PM in Q1 2019 and has held it in 5 quarters since. The position peaked at $4.5M in Q1 2019. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

IndexIQ Advisors held 36,267 shares of Philip Morris worth $3.41M as of Q1 2022.
Philip Morris was a new IndexIQ Advisors position in Q1 2022.
Philip Morris made up 0.12% of IndexIQ Advisors's portfolio in Q1 2022, its #180 holding.
IndexIQ Advisors first reported a position in Philip Morris in Q1 2019 and has held it in 5 quarters since.
IndexIQ Advisors's Philip Morris position peaked at $4.5M in Q1 2019.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.