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Intelligence Driven Advisers’s Philip Morris PM Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-3,305
Closed -$338K – 96
2021
Q4 		$338K Buy
3,305
+165
+5% +$15.4K 0.06% 70
2021
Q3 		$303K Sell
3,140
-1,210
-28% -$122K 0.07% 63
2021
Q2 		$431K Buy
+4,350
New +$417K 0.08% 66

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intelligence Driven Advisers's PM Position: Q1 2022 in Review

Intelligence Driven Advisers sold out of Philip Morris (PM) in Q1 2022, closing a stake of 3,305 shares — an estimated $338K sold.

Intelligence Driven Advisers first reported a position in PM in Q2 2021 and held it in 3 quarters. The position peaked at $431K in Q2 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

  • Intelligence Driven Advisers reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
  • Intelligence Driven Advisers sold 3,305 Philip Morris shares in Q1 2022, an estimated $338K.
  • Intelligence Driven Advisers first reported a position in Philip Morris in Q2 2021 and held it in 3 quarters.
  • Intelligence Driven Advisers's Philip Morris position peaked at $431K in Q2 2021.
  • 1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on Intelligence Driven Advisers's 13F filing for Q1 2022, filed 25 Apr 2022.