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One Wealth Management Investment & Advisory Services’s Philip Morris PM Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-1,995
Closed -$202K – 116
2024
Q2 		$202K Buy
+1,995
New +$195K 0.08% 128

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's PM Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Philip Morris (PM) in Q3 2024, closing a stake of 1,995 shares — an estimated $202K sold.

One Wealth Management Investment & Advisory Services first reported a position in PM in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Philip Morris position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,995 Philip Morris shares in Q3 2024, an estimated $202K.
  • One Wealth Management Investment & Advisory Services first reported a position in Philip Morris in Q2 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Philip Morris position peaked at $202K in Q2 2024.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.