Mariner Independent Advisor Network’s Philip Morris PM Stock Holding History

Mariner Independent Advisor Network’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 Q3	$2.38M	Sell	28,628 -1,065	-4%	-$102K	0.1%	203
2022 Q2	$2.91M	Buy	29,693 +5,849	+25%	+$596K	0.12%	178
2022 Q1	$2.26M	Buy	23,844 +3,925	+20%	+$393K	0.09%	237
2021 Q4	$1.9M	Buy	19,919 +2,399	+14%	+$224K	0.09%	233
2021 Q3	$1.67M	Buy	17,520 +7,068	+68%	+$711K	0.08%	258
2021 Q2	$1.04M	Buy	+10,452	New	+$1M	0.05%	334
2021 Q1	–	Sell	-11,897	Closed	-$985K	–	451
2020 Q4	$985K	Buy	+11,897	New	+$926K	0.05%	287
2020 Q2	–	Sell	-17,804	Closed	-$1.27M	–	357
2020 Q1	$1.27M	Sell	17,804 -4,165	-19%	-$343K	0.12%	179
2019 Q4	$1.87M	Buy	21,969 +24	+0.1%	+$1.98K	0.13%	172
2019 Q3	$1.7M	Sell	21,945 -51	-0.2%	-$4.04K	0.13%	180
2019 Q2	$1.72M	Buy	21,996 +7,086	+48%	+$585K	0.13%	172
2019 Q1	$1.31M	Sell	14,910 -2,670	-15%	-$215K	0.11%	199
2018 Q4	$1.2M	Buy	+17,580	New	+$1.47M	0.11%	209
2018 Q2	–	Sell	-12,938	Closed	-$1.29M	–	273
2018 Q1	$1.29M	Buy	+12,938	New	+$1.35M	0.08%	191

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Mariner Independent Advisor Network's PM Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Philip Morris (PM) stake by 3.6% in Q3 2022, selling an estimated $102K and leaving 28,628 shares worth $2.38M. The position accounts for 0.1% of the portfolio, ranked #203.

Mariner Independent Advisor Network first reported a position in PM in Q1 2018 and has held it in 14 quarters since. The position peaked at $2.91M in Q2 2022. 1,943 funds tracked by Wall St. Rank hold PM as of Q3 2022.

Mariner Independent Advisor Network held 28,628 shares of Philip Morris worth $2.38M as of Q3 2022.
Mariner Independent Advisor Network sold 1,065 Philip Morris shares in Q3 2022, an estimated $102K.
Philip Morris made up 0.1% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #203 holding.
Mariner Independent Advisor Network first reported a position in Philip Morris in Q1 2018 and has held it in 14 quarters since.
Mariner Independent Advisor Network's Philip Morris position peaked at $2.91M in Q2 2022.
1,943 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.