Mine & Arao Wealth Creation & Management’s Philip Morris PM Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-118	Closed	-$10.8K	–	281
2024 Q1	$10.8K	Hold	118	–	–	0.01%	210
2023 Q4	$11.1K	Hold	118	–	–	0.01%	206
2023 Q3	$10.9K	Hold	118	–	–	0.01%	204
2023 Q2	$11.5K	Hold	118	–	–	0.01%	208
2023 Q1	$11.4K	Hold	118	–	–	0.01%	213
2022 Q4	$11.9K	Hold	118	–	–	0.01%	208
2022 Q3	$10K	Hold	118	–	–	0.01%	222
2022 Q2	$12K	Hold	118	–	–	0.01%	218
2022 Q1	$11K	Hold	118	–	–	0.01%	224
2021 Q4	$11K	Hold	118	–	–	0.01%	227
2021 Q3	$11K	Hold	118	–	–	0.01%	226
2021 Q2	$12K	Hold	118	–	–	0.01%	214
2021 Q1	$10K	Hold	118	–	–	0.01%	213
2020 Q4	$10K	Hold	118	–	–	0.01%	209
2020 Q3	$9K	Hold	118	–	–	0.01%	203
2020 Q2	$8K	Hold	118	–	–	0.01%	193
2020 Q1	$9K	Hold	118	–	–	0.01%	186
2019 Q4	$10K	Buy	+118	New	+$9.72K	0.01%	198

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's PM Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Philip Morris (PM) in Q2 2024, closing a stake of 118 shares — an estimated $10.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in PM in Q4 2019 and held it in 18 quarters. The position peaked at $12K in Q2 2022. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Philip Morris position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 118 Philip Morris shares in Q2 2024, an estimated $10.8K.
Mine & Arao Wealth Creation & Management first reported a position in Philip Morris in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Philip Morris position peaked at $12K in Q2 2022.
2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.