Joseph P. Lucia & Associates’s Philip Morris PM Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-200	Closed	-$20K	–	365
2022 Q2	$20K	Hold	200	–	–	0.01%	250
2022 Q1	$19K	Buy	+200	New	+$20K	0.01%	271
2021 Q4	–	Sell	-200	Closed	-$19K	–	443
2021 Q3	$19K	Hold	200	–	–	0.01%	314
2021 Q2	$20K	Hold	200	–	–	0.01%	315
2021 Q1	$18K	Hold	200	–	–	0.01%	302
2020 Q4	$17K	Buy	+200	New	+$15.6K	0.01%	288
2020 Q3	–	Sell	-200	Closed	-$14K	–	367
2020 Q2	$14K	Hold	200	–	–	0.01%	280
2020 Q1	$15K	Hold	200	–	–	0.02%	252
2019 Q4	$17K	Sell	200 -100	-33%	-$8.24K	0.02%	260
2019 Q3	$23K	Hold	300	–	–	0.02%	231
2019 Q2	$24K	Sell	300 -25,292	-99%	-$2.09M	0.03%	230
2019 Q1	$300	Buy	+25,592	New	+$2.06M	0.02%	194

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Joseph P. Lucia & Associates's PM Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Philip Morris (PM) in Q3 2022, closing a stake of 200 shares — an estimated $20K sold.

Joseph P. Lucia & Associates first reported a position in PM in Q1 2019 and held it in 12 quarters. The position peaked at $24K in Q2 2019. 1,942 funds tracked by Wall St. Rank hold PM as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Philip Morris position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 200 Philip Morris shares in Q3 2022, an estimated $20K.
Joseph P. Lucia & Associates first reported a position in Philip Morris in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Philip Morris position peaked at $24K in Q2 2019.
1,942 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.