Lenox Wealth Advisors’s Philip Morris PM Stock Holding History

Lenox Wealth 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
2022 Q1	$376K	Buy	3,757 +7	+0.2%	+$700	0.05%	76
2021 Q4	$356K	Sell	3,750 -55	-1%	-$5.14K	0.04%	78
2021 Q3	$361K	Sell	3,805 -148	-4%	-$14.9K	0.05%	75
2021 Q2	$392K	Buy	3,953 +1,275	+48%	+$122K	0.05%	76
2021 Q1	$238K	Sell	2,678 -2,710	-50%	-$230K	0.03%	74
2020 Q4	$446K	Buy	5,388 +228	+4%	+$17.7K	0.06%	52
2020 Q3	$387K	Sell	5,160 -230	-4%	-$17.7K	0.06%	54
2020 Q2	$378K	Buy	5,390 +130	+2%	+$9.48K	0.06%	50
2020 Q1	$384K	Sell	5,260 -4	-0.1%	-$329	0.07%	44
2019 Q4	$448K	Sell	5,264 -48	-0.9%	-$3.96K	0.07%	49
2019 Q3	$403K	Buy	5,312 +312	+6%	+$24.7K	0.07%	52
2019 Q2	$393K	Sell	5,000 -54	-1%	-$4.46K	0.07%	47
2019 Q1	$447K	Buy	5,054 +54	+1%	+$4.35K	0.08%	40
2018 Q4	$334K	Hold	5,000	–	–	0.07%	50
2018 Q3	$408K	Buy	5,000 +4,906	+5,219%	+$403K	0.08%	38
2018 Q2	$8K	Sell	94 -36	-28%	-$3.06K	﹤0.01%	404
2018 Q1	$13K	Buy	130 +94	+261%	+$9.79K	﹤0.01%	325
2017 Q4	$4K	Buy	36 +29	+414%	+$3.09K	﹤0.01%	246
2017 Q3	$1K	Buy	+7	New	+$815	﹤0.01%	212
2016 Q1	–	Sell	-35	Closed	-$3K	–	375
2015 Q4	$3K	Hold	35	–	–	﹤0.01%	287
2015 Q3	$3K	Hold	35	–	–	﹤0.01%	319
2015 Q2	$3K	Sell	35 -375	-91%	-$30.9K	﹤0.01%	253
2015 Q1	$31K	Sell	410 -350	-46%	-$28.4K	0.01%	97
2014 Q4	$62K	Sell	760 -41	-5%	-$3.52K	0.03%	70
2014 Q3	$67K	Sell	801 -230	-22%	-$19.5K	0.03%	63
2014 Q2	$89K	Buy	1,031 +230	+29%	+$19.8K	0.04%	43
2014 Q1	$66K	Buy	801 +540	+207%	+$43.6K	0.04%	51
2013 Q4	$23K	Buy	261 +185	+243%	+$16.2K	0.02%	106
2013 Q3	$7K	Hold	76	–	–	0.01%	129
2013 Q2	$7K	Buy	+76	New	+$7.06K	0.01%	150

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Advisors's PM Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Philip Morris (PM) stake by 0.19% in Q1 2022, buying an estimated $700 and bringing the position to 3,757 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #76.

Lenox Wealth Advisors first reported a position in PM in Q2 2013 and has held it in 30 quarters since. The position peaked at $448K in Q4 2019. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

Lenox Wealth Advisors held 3,757 shares of Philip Morris worth $376K as of Q1 2022.
Lenox Wealth Advisors bought 7 Philip Morris shares in Q1 2022, an estimated $700.
Philip Morris made up 0.05% of Lenox Wealth Advisors's portfolio in Q1 2022, its #76 holding.
Lenox Wealth Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 30 quarters since.
Lenox Wealth Advisors's Philip Morris position peaked at $448K in Q4 2019.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.