McCarthy Asset Management’s Philip Morris PM Stock Holding History

McCarthy Asset 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	–	Sell	-586	Closed	-$55K	–	219
2022 Q1	$55K	Hold	586	–	–	0.04%	72
2021 Q4	$56K	Hold	586	–	–	0.04%	75
2021 Q3	$56K	Hold	586	–	–	0.04%	77
2021 Q2	$58K	Hold	586	–	–	0.04%	83
2021 Q1	$52K	Hold	586	–	–	0.04%	91
2020 Q4	$49K	Buy	+586	New	+$45.6K	0.04%	89

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

McCarthy Asset Management's PM Position: Q2 2022 in Review

McCarthy Asset Management sold out of Philip Morris (PM) in Q2 2022, closing a stake of 586 shares — an estimated $55K sold.

McCarthy Asset Management first reported a position in PM in Q4 2020 and held it in 6 quarters. The position peaked at $58K in Q2 2021. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

McCarthy Asset Management reported no remaining Philip Morris position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 586 Philip Morris shares in Q2 2022, an estimated $55K.
McCarthy Asset Management first reported a position in Philip Morris in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Philip Morris position peaked at $58K in Q2 2021.
1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.