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Pinnacle Private Wealth’s Philip Morris PM Stock Holding History

Pinnacle Private Wealth’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
Q2 		$279K Sell
2,827
-100
-3% -$10.2K 0.11% 208
2022
Q1 		$275K Sell
2,927
-199
-6% -$19.9K 0.09% 235
2021
Q4 		$297K Buy
+3,126
New +$292K 0.09% 219

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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pinnacle Private Wealth's PM Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Philip Morris (PM) stake by 3.4% in Q2 2022, selling an estimated $10.2K and leaving 2,827 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #208.

Pinnacle Private Wealth first reported a position in PM in Q4 2021 and has held it in 3 quarters since. The position peaked at $297K in Q4 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q2 2022.

  • Pinnacle Private Wealth held 2,827 shares of Philip Morris worth $279K as of Q2 2022.
  • Pinnacle Private Wealth sold 100 Philip Morris shares in Q2 2022, an estimated $10.2K.
  • Philip Morris made up 0.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #208 holding.
  • Pinnacle Private Wealth first reported a position in Philip Morris in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Philip Morris position peaked at $297K in Q4 2021.
  • 1,983 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.