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Milestone Wealth’s Philip Morris PM Stock Holding History

Milestone Wealth’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 		$50K Hold
606
– – 0.06% 109
2022
Q2 		$60K Hold
606
– – 0.06% 99
2022
Q1 		$58K Hold
606
– – 0.05% 117
2021
Q4 		$58K Buy
+606
New +$56.6K 0.05% 117

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Milestone Wealth's PM Position: Q3 2022 in Review

Milestone Wealth held its Philip Morris (PM) position steady in Q3 2022 at 606 shares worth $50K. The position accounts for 0.06% of the portfolio, ranked #109.

Milestone Wealth first reported a position in PM in Q4 2021 and has held it in 4 quarters since. The position peaked at $60K in Q2 2022. 1,944 funds tracked by Wall St. Rank hold PM as of Q3 2022.

  • Milestone Wealth held 606 shares of Philip Morris worth $50K as of Q3 2022.
  • Milestone Wealth left its Philip Morris share count unchanged in Q3 2022.
  • Philip Morris made up 0.06% of Milestone Wealth's portfolio in Q3 2022, its #109 holding.
  • Milestone Wealth first reported a position in Philip Morris in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Philip Morris position peaked at $60K in Q2 2022.
  • 1,944 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.