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Industrial Alliance Investment Management’s Philip Morris PM Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-44,397
Closed -$4.32M – 418
2023
Q1 		$4.32M Buy
44,397
+33,718
+316% +$3.36M 0.12% 146
2022
Q4 		$1.08M Buy
10,679
+6
+0.1% +$566 0.03% 255
2022
Q3 		$886K Sell
10,673
-288
-3% -$27.5K 0.03% 261
2022
Q2 		$1.08M Sell
10,961
-1,038
-9% -$106K 0.03% 254
2022
Q1 		$1.13M Sell
11,999
-3,102
-21% -$310K 0.03% 271
2021
Q4 		$1.44M Buy
+15,101
New +$1.41M 0.03% 252

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Industrial Alliance Investment Management's PM Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Philip Morris (PM) in Q2 2023, closing a stake of 44,397 shares — an estimated $4.32M sold.

Industrial Alliance Investment Management first reported a position in PM in Q4 2021 and held it in 6 quarters. The position peaked at $4.32M in Q1 2023. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Philip Morris position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 44,397 Philip Morris shares in Q2 2023, an estimated $4.32M.
  • Industrial Alliance Investment Management first reported a position in Philip Morris in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Philip Morris position peaked at $4.32M in Q1 2023.
  • 2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.