JOYN Advisors’s Philip Morris PM Stock Holding History

JOYN 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
2020 Q1	$322K	Sell	4,418 -262	-6%	-$21.6K	0.11%	65
2019 Q4	$398K	Buy	4,680 +1,846	+65%	+$152K	0.09%	62
2019 Q3	$215K	Sell	2,834 -492	-15%	-$39K	0.05%	105
2019 Q2	$267K	Buy	3,326 +437	+15%	+$36.1K	0.06%	89
2019 Q1	$255K	Buy	2,889 +516	+22%	+$41.6K	0.06%	83
2018 Q4	$158K	Sell	2,373 -2,238	-49%	-$187K	0.04%	139
2018 Q3	$376K	Buy	4,611 +1,302	+39%	+$107K	0.07%	75
2018 Q2	$267K	Buy	3,309 +3,009	+1,003%	+$255K	0.06%	113
2018 Q1	$30K	Buy	+300	New	+$31.2K	0.01%	590

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's PM Position: Q1 2020 in Review

JOYN Advisors reduced its Philip Morris (PM) stake by 5.6% in Q1 2020, selling an estimated $21.6K and leaving 4,418 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #65.

JOYN Advisors first reported a position in PM in Q1 2018 and has held it in 9 quarters since. The position peaked at $398K in Q4 2019. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

JOYN Advisors held 4,418 shares of Philip Morris worth $322K as of Q1 2020.
JOYN Advisors sold 262 Philip Morris shares in Q1 2020, an estimated $21.6K.
Philip Morris made up 0.11% of JOYN Advisors's portfolio in Q1 2020, its #65 holding.
JOYN Advisors first reported a position in Philip Morris in Q1 2018 and has held it in 9 quarters since.
JOYN Advisors's Philip Morris position peaked at $398K in Q4 2019.
1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.