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KLR Investment Advisors’s Philip Morris PM Stock Holding History

KLR Investment 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
2024
Q1 		$466K Sell
4,956
-641
-11% -$59.1K 0.34% 79
2023
Q4 		$534K Buy
5,597
+302
+6% +$27.8K 0.39% 64
2023
Q3 		$522K Sell
5,295
-489
-8% -$47.1K 0.47% 59
2023
Q2 		$572K Buy
5,784
+200
+4% +$19.1K 0.47% 54
2023
Q1 		$550K Buy
5,584
+258
+5% +$25.7K 0.48% 60
2022
Q4 		$546K Buy
+5,326
New +$503K 0.45% 60

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KLR Investment Advisors's PM Position: Q1 2024 in Review

KLR Investment Advisors reduced its Philip Morris (PM) stake by 11% in Q1 2024, selling an estimated $59.1K and leaving 4,956 shares worth $466K. The position accounts for 0.34% of the portfolio, ranked #79.

KLR Investment Advisors first reported a position in PM in Q4 2022 and has held it in 6 quarters since. The position peaked at $572K in Q2 2023. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

  • KLR Investment Advisors held 4,956 shares of Philip Morris worth $466K as of Q1 2024.
  • KLR Investment Advisors sold 641 Philip Morris shares in Q1 2024, an estimated $59.1K.
  • Philip Morris made up 0.34% of KLR Investment Advisors's portfolio in Q1 2024, its #79 holding.
  • KLR Investment Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Philip Morris position peaked at $572K in Q2 2023.
  • 2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.