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Moser Wealth Advisors’s Philip Morris PM Stock Holding History

Moser 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
2020
Q2 		– Sell
-135
Closed -$10K – 121
2020
Q1 		$10K Hold
135
– – 0.01% 106
2019
Q4 		$11K Buy
+135
New +$11.1K 0.01% 126

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moser Wealth Advisors's PM Position: Q2 2020 in Review

Moser Wealth Advisors sold out of Philip Morris (PM) in Q2 2020, closing a stake of 135 shares — an estimated $10K sold.

Moser Wealth Advisors first reported a position in PM in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 1,661 funds tracked by Wall St. Rank hold PM as of Q2 2020.

  • Moser Wealth Advisors reported no remaining Philip Morris position as of Q2 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 135 Philip Morris shares in Q2 2020, an estimated $10K.
  • Moser Wealth Advisors first reported a position in Philip Morris in Q4 2019 and held it in 2 quarters.
  • Moser Wealth Advisors's Philip Morris position peaked at $11K in Q4 2019.
  • 1,661 funds tracked by Wall St. Rank held Philip Morris as of Q2 2020.

Based on Moser Wealth Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.