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Meridian Wealth Advisors’s Philip Morris PM Stock Holding History

Meridian 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
2019
Q1 		– Sell
-1,919
Closed -$128K – 326
2018
Q4 		$128K Buy
+1,919
New +$160K 0.1% 150

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meridian Wealth Advisors's PM Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Philip Morris (PM) in Q1 2019, closing a stake of 1,919 shares — an estimated $128K sold.

Meridian Wealth Advisors first reported a position in PM in Q4 2018 and held it in 1 quarter. The position peaked at $128K in Q4 2018. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Philip Morris position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 1,919 Philip Morris shares in Q1 2019, an estimated $128K.
  • Meridian Wealth Advisors first reported a position in Philip Morris in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Philip Morris position peaked at $128K in Q4 2018.
  • 1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.