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Inspirion Wealth Advisors’s Philip Morris PM Stock Holding History

Inspirion 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
2018
Q1 		– Sell
-1,995
Closed -$211K – 76
2017
Q4 		$211K Hold
1,995
– – 0.1% 68
2017
Q3 		$222K Hold
1,995
– – 0.11% 62
2017
Q2 		$234K Sell
1,995
-200
-9% -$23.2K 0.13% 62
2017
Q1 		$248K Buy
2,195
+3
+0.1% +$310 0.14% 59
2016
Q4 		$201K Hold
2,192
– – 0.13% 60
2016
Q3 		$213K Hold
2,192
– – 0.14% 58
2016
Q2 		$223K Hold
2,192
– – 0.15% 55
2016
Q1 		$215K Buy
+2,192
New +$201K 0.15% 52

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Inspirion Wealth Advisors's PM Position: Q1 2018 in Review

Inspirion Wealth Advisors sold out of Philip Morris (PM) in Q1 2018, closing a stake of 1,995 shares — an estimated $211K sold.

Inspirion Wealth Advisors first reported a position in PM in Q1 2016 and held it in 8 quarters. The position peaked at $248K in Q1 2017. 1,754 funds tracked by Wall St. Rank hold PM as of Q1 2018.

  • Inspirion Wealth Advisors reported no remaining Philip Morris position as of Q1 2018 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 1,995 Philip Morris shares in Q1 2018, an estimated $211K.
  • Inspirion Wealth Advisors first reported a position in Philip Morris in Q1 2016 and held it in 8 quarters.
  • Inspirion Wealth Advisors's Philip Morris position peaked at $248K in Q1 2017.
  • 1,754 funds tracked by Wall St. Rank held Philip Morris as of Q1 2018.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2018, filed 18 Apr 2018.