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Investment Partners’s Philip Morris PM Stock Holding History

Investment Partners’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
Q4 		– Sell
-5,343
Closed -$444K – 217
2022
Q3 		$444K Buy
+5,343
New +$510K 0.13% 145
2019
Q2 		– Sell
-2,525
Closed -$223K – 152
2019
Q1 		$223K Buy
+2,525
New +$203K 0.16% 131
2018
Q4 		– Sell
-2,718
Closed -$270 – 147
2018
Q3 		$270 Sell
2,718
-507
-16% -$41.6K 0.15% 95
2018
Q2 		$260K Buy
3,225
+131
+4% +$11.1K 0.19% 112
2018
Q1 		$307K Buy
3,094
+976
+46% +$102K 0.23% 101
2017
Q4 		$224K Buy
2,118
+14
+0.7% +$1.49K 0.17% 138
2017
Q3 		$234K Buy
2,104
+13
+0.6% +$1.51K 0.2% 104
2017
Q2 		$246K Sell
2,091
-348
-14% -$40.3K 0.22% 100
2017
Q1 		$275K Buy
2,439
+194
+9% +$20K 0.26% 88
2016
Q4 		$205K Sell
2,245
-2,245
-50% -$208K 0.2% 105
2016
Q3 		$437K Buy
4,490
+2,045
+84% +$205K 0.25% 100
2016
Q2 		$249K Sell
2,445
-2,317
-49% -$231K 0.25% 93
2016
Q1 		$419K Buy
4,762
+2,347
+97% +$215K 0.27% 93
2015
Q4 		$212K Buy
+2,415
New +$210K 0.26% 92

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment Partners's PM Position: Q4 2022 in Review

Investment Partners sold out of Philip Morris (PM) in Q4 2022, closing a stake of 5,343 shares — an estimated $444K sold.

Investment Partners first reported a position in PM in Q4 2015 and held it in 14 quarters. The position peaked at $444K in Q3 2022. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

  • Investment Partners reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 5,343 Philip Morris shares in Q4 2022, an estimated $444K.
  • Investment Partners first reported a position in Philip Morris in Q4 2015 and held it in 14 quarters.
  • Investment Partners's Philip Morris position peaked at $444K in Q3 2022.
  • 2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.