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Personal Wealth Partners’s Philip Morris PM Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-46
Closed -$4K – 462
2019
Q4 		$4K Hold
46
– – ﹤0.01% 291
2019
Q3 		$3K Hold
46
– – ﹤0.01% 331
2019
Q2 		$4K Buy
+46
New +$3.8K ﹤0.01% 255

Other funds holding PM

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal Wealth Partners's PM Position: Q1 2020 in Review

Personal Wealth Partners sold out of Philip Morris (PM) in Q1 2020, closing a stake of 46 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in PM in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

  • Personal Wealth Partners reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 46 Philip Morris shares in Q1 2020, an estimated $4K.
  • Personal Wealth Partners first reported a position in Philip Morris in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Philip Morris position peaked at $4K in Q4 2019.
  • 1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.