Lake Point Wealth Management’s Philip Morris PM Stock Holding History

Lake Point 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	$26K	Hold	261	–	–	0.01%	99
2022 Q1	$25K	Hold	261	–	–	0.01%	101
2021 Q4	$25K	Hold	261	–	–	0.01%	107
2021 Q3	$25K	Sell	261 -65	-20%	-$6.54K	0.01%	93
2021 Q2	$32K	Buy	+326	New	+$31.3K	0.01%	90
2020 Q1	$24K	Hold	330	–	–	0.02%	73
2019 Q4	$28K	Buy	+330	New	+$27.2K	0.01%	173
2019 Q2	$29K	Hold	364	–	–	0.01%	207
2019 Q1	$29K	Sell	364 -9,663	-96%	-$778K	0.01%	207
2018 Q4	$669K	Buy	+10,027	New	+$837K	0.25%	71

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lake Point Wealth Management's PM Position: Q2 2022 in Review

Lake Point Wealth Management held its Philip Morris (PM) position steady in Q2 2022 at 261 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #99.

Lake Point Wealth Management first reported a position in PM in Q4 2018 and has held it in 10 quarters since. The position peaked at $669K in Q4 2018. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

Lake Point Wealth Management held 261 shares of Philip Morris worth $26K as of Q2 2022.
Lake Point Wealth Management left its Philip Morris share count unchanged in Q2 2022.
Philip Morris made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #99 holding.
Lake Point Wealth Management first reported a position in Philip Morris in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Philip Morris position peaked at $669K in Q4 2018.
1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.