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PCA Investment Advisory Services’s Philip Morris PM Stock Holding History

PCA 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
2023
Q3 		– Sell
-276
Closed -$26.9K – 337
2023
Q2 		$26.9K Buy
+276
New +$26.4K 0.02% 318

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA Investment Advisory Services's PM Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Philip Morris (PM) in Q3 2023, closing a stake of 276 shares — an estimated $26.9K sold.

PCA Investment Advisory Services first reported a position in PM in Q2 2023 and held it in 1 quarter. The position peaked at $26.9K in Q2 2023. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 276 Philip Morris shares in Q3 2023, an estimated $26.9K.
  • PCA Investment Advisory Services first reported a position in Philip Morris in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Philip Morris position peaked at $26.9K in Q2 2023.
  • 2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.