Panoramic Investment Advisors’s Philip Morris PM Stock Holding History

Panoramic Investment 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
2022 Q4	$267K	Buy	+2,640	New	+$249K	0.27%	79

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Panoramic Investment Advisors's PM Position: Q4 2022 in Review

Panoramic Investment Advisors opened a new position in Philip Morris (PM) in Q4 2022: 2,640 shares worth $267K. The stake represents 0.27% of the portfolio and ranks #79 among its holdings.

2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Panoramic Investment Advisors held 2,640 shares of Philip Morris worth $267K as of Q4 2022.
Philip Morris was a new Panoramic Investment Advisors position in Q4 2022.
Philip Morris made up 0.27% of Panoramic Investment Advisors's portfolio in Q4 2022, its #79 holding.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Panoramic Investment Advisors's 13F filing for Q4 2022, filed 1 Mar 2023.