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Koss-Olinger Consulting’s Philip Morris PM Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-2,135
Closed -$201K – 208
2022
Q1 		$201K Buy
2,135
+6
+0.3% +$600 0.03% 183
2021
Q4 		$202K Buy
2,129
+5
+0.2% +$467 0.03% 191
2021
Q3 		$201K Buy
2,124
+6
+0.3% +$604 0.03% 208
2021
Q2 		$210K Buy
+2,118
New +$203K 0.03% 220

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Koss-Olinger Consulting's PM Position: Q2 2022 in Review

Koss-Olinger Consulting sold out of Philip Morris (PM) in Q2 2022, closing a stake of 2,135 shares — an estimated $201K sold.

Koss-Olinger Consulting first reported a position in PM in Q2 2021 and held it in 4 quarters. The position peaked at $210K in Q2 2021. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

  • Koss-Olinger Consulting reported no remaining Philip Morris position as of Q2 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,135 Philip Morris shares in Q2 2022, an estimated $201K.
  • Koss-Olinger Consulting first reported a position in Philip Morris in Q2 2021 and held it in 4 quarters.
  • Koss-Olinger Consulting's Philip Morris position peaked at $210K in Q2 2021.
  • 1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on Koss-Olinger Consulting's 13F filing for Q2 2022, filed 8 Jul 2022.