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Lineweaver Wealth Advisors’s Philip Morris PM Stock Holding History

Lineweaver 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
2023
Q1 		– Sell
-3,274
Closed -$332K – 140
2022
Q4 		$332K Sell
3,274
-187
-5% -$17.6K 0.1% 102
2022
Q3 		$287K Buy
3,461
+378
+12% +$36K 0.09% 108
2022
Q2 		$304K Buy
3,083
+519
+20% +$52.9K 0.1% 103
2022
Q1 		$240K Buy
+2,564
New +$257K 0.07% 125

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 $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lineweaver Wealth Advisors's PM Position: Q1 2023 in Review

Lineweaver Wealth Advisors sold out of Philip Morris (PM) in Q1 2023, closing a stake of 3,274 shares — an estimated $332K sold.

Lineweaver Wealth Advisors first reported a position in PM in Q1 2022 and held it in 4 quarters. The position peaked at $332K in Q4 2022. 2,046 funds tracked by Wall St. Rank hold PM as of Q1 2023.

  • Lineweaver Wealth Advisors reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 3,274 Philip Morris shares in Q1 2023, an estimated $332K.
  • Lineweaver Wealth Advisors first reported a position in Philip Morris in Q1 2022 and held it in 4 quarters.
  • Lineweaver Wealth Advisors's Philip Morris position peaked at $332K in Q4 2022.
  • 2,046 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.