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Mason & Associates (Virginia)’s Philip Morris PM Stock Holding History

Mason & Associates (Virginia)’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
2024
Q2 		– Sell
-2,211
Closed -$203K – 73
2024
Q1 		$203K Buy
+2,211
New +$204K 0.15% 61

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State Street
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GQG Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mason & Associates (Virginia)'s PM Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of Philip Morris (PM) in Q2 2024, closing a stake of 2,211 shares — an estimated $203K sold.

Mason & Associates (Virginia) first reported a position in PM in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining Philip Morris position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 2,211 Philip Morris shares in Q2 2024, an estimated $203K.
  • Mason & Associates (Virginia) first reported a position in Philip Morris in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s Philip Morris position peaked at $203K in Q1 2024.
  • 2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.