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Personal Capital Advisors’s Philip Morris PM Stock Holding History

Personal Capital 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 		$481K Buy
4,748
+52
+1% +$4.91K ﹤0.01% 309
2022
Q3 		$390K Buy
4,696
+253
+6% +$24.1K ﹤0.01% 319
2022
Q2 		$439K Sell
4,443
-300
-6% -$30.6K ﹤0.01% 287
2022
Q1 		$446K Sell
4,743
-6
-0.1% -$600 ﹤0.01% 322
2021
Q4 		$444K Sell
4,749
-236
-5% -$22.1K ﹤0.01% 359
2021
Q3 		$473K Sell
4,985
-78
-2% -$7.85K ﹤0.01% 316
2021
Q2 		$502K Sell
5,063
-755
-13% -$72.4K ﹤0.01% 309
2021
Q1 		$516K Buy
5,818
+543
+10% +$46.1K ﹤0.01% 302
2020
Q4 		$437K Buy
5,275
+1,425
+37% +$111K ﹤0.01% 320
2020
Q3 		$289K Buy
3,850
+533
+16% +$41.1K ﹤0.01% 335
2020
Q2 		$232K Sell
3,317
-2,653
-44% -$193K ﹤0.01% 328
2020
Q1 		$433K Buy
5,970
+2,096
+54% +$172K ﹤0.01% 260
2019
Q4 		$330K Buy
3,874
+563
+17% +$46.4K ﹤0.01% 313
2019
Q3 		$251K Buy
3,311
+27
+0.8% +$2.14K ﹤0.01% 317
2019
Q2 		$258K Sell
3,284
-88
-3% -$7.27K ﹤0.01% 286
2019
Q1 		$298K Sell
3,372
-1,013
-23% -$81.6K ﹤0.01% 272
2018
Q4 		$293K Sell
4,385
-10
-0.2% -$835 ﹤0.01% 264
2018
Q3 		$358K Sell
4,395
-420
-9% -$34.5K ﹤0.01% 238
2018
Q2 		$389K Buy
4,815
+84
+2% +$7.13K 0.01% 222
2018
Q1 		$470K Buy
4,731
+1,345
+40% +$140K 0.01% 188
2017
Q4 		$358K Buy
3,386
+61
+2% +$6.5K 0.01% 198
2017
Q3 		$369K Sell
3,325
-136
-4% -$15.8K 0.01% 189
2017
Q2 		$407K Buy
3,461
+513
+17% +$59.4K 0.01% 186
2017
Q1 		$334K Buy
2,948
+220
+8% +$22.7K 0.01% 178
2016
Q4 		$250K Buy
2,728
+675
+33% +$62.5K 0.01% 163
2016
Q3 		$201K Sell
2,053
-926
-31% -$92.8K 0.01% 161
2016
Q2 		$303K Buy
2,979
+71
+2% +$7.08K 0.01% 151
2016
Q1 		$285K Buy
2,908
+114
+4% +$10.5K 0.01% 142
2015
Q4 		$246K Buy
+2,794
New +$243K 0.01% 146

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal Capital Advisors's PM Position: Q4 2022 in Review

Personal Capital Advisors increased its Philip Morris (PM) stake by 1.1% in Q4 2022, buying an estimated $4.91K and bringing the position to 4,748 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Personal Capital Advisors first reported a position in PM in Q4 2015 and has held it in 29 quarters since. The position peaked at $516K in Q1 2021. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

  • Personal Capital Advisors held 4,748 shares of Philip Morris worth $481K as of Q4 2022.
  • Personal Capital Advisors bought 52 Philip Morris shares in Q4 2022, an estimated $4.91K.
  • Philip Morris made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #309 holding.
  • Personal Capital Advisors first reported a position in Philip Morris in Q4 2015 and has held it in 29 quarters since.
  • Personal Capital Advisors's Philip Morris position peaked at $516K in Q1 2021.
  • 2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.