Merriman Wealth Management’s Philip Morris PM Stock Holding History

Merriman Wealth 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 Q3	–	Sell	-2,485	Closed	-$248K	–	189
2022 Q2	$248K	Sell	2,485 -649	-21%	-$66.2K	0.02%	146
2022 Q1	$294K	Sell	3,134 -363	-10%	-$36.3K	0.02%	167
2021 Q4	$332K	Sell	3,497 -2,174	-38%	-$203K	0.02%	166
2021 Q3	$538K	Buy	5,671 +1	+0%	+$101	0.04%	133
2021 Q2	$562K	Buy	5,670 +705	+14%	+$67.6K	0.05%	154
2021 Q1	$441K	Buy	+4,965	New	+$422K	0.05%	138
2019 Q1	–	Sell	-6,011	Closed	-$418K	–	223
2018 Q4	$418K	Buy	6,011 +76	+1%	+$6.35K	0.09%	100
2018 Q3	$484K	Sell	5,935 -50	-0.8%	-$4.11K	0.1%	112
2018 Q2	$483K	Hold	5,985	–	–	0.11%	111
2018 Q1	$595K	Sell	5,985 -111	-2%	-$11.6K	0.16%	110
2017 Q4	$644K	Buy	6,096 +735	+14%	+$78.3K	0.16%	102
2017 Q3	$595K	Buy	+5,361	New	+$624K	0.14%	99

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

Merriman Wealth Management's PM Position: Q3 2022 in Review

Merriman Wealth Management sold out of Philip Morris (PM) in Q3 2022, closing a stake of 2,485 shares — an estimated $248K sold.

Merriman Wealth Management first reported a position in PM in Q3 2017 and held it in 12 quarters. The position peaked at $644K in Q4 2017. 1,942 funds tracked by Wall St. Rank hold PM as of Q3 2022.

Merriman Wealth Management reported no remaining Philip Morris position as of Q3 2022 after selling out during the quarter.
Merriman Wealth Management sold 2,485 Philip Morris shares in Q3 2022, an estimated $248K.
Merriman Wealth Management first reported a position in Philip Morris in Q3 2017 and held it in 12 quarters.
Merriman Wealth Management's Philip Morris position peaked at $644K in Q4 2017.
1,942 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Merriman Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.