KerberRose Wealth Management’s Philip Morris PM Stock Holding History

KerberRose Wealth Management’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 Q2	$244K	Buy	+2,476	New	+$252K	0.2%	100

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KerberRose Wealth Management's PM Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Philip Morris (PM) in Q2 2022: 2,476 shares worth $244K. The stake represents 0.2% of the portfolio and ranks #100 among its holdings.

1,983 funds tracked by Wall St. Rank hold PM as of Q2 2022.

KerberRose Wealth Management held 2,476 shares of Philip Morris worth $244K as of Q2 2022.
Philip Morris was a new KerberRose Wealth Management position in Q2 2022.
Philip Morris made up 0.2% of KerberRose Wealth Management's portfolio in Q2 2022, its #100 holding.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.