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Price Wealth’s Philip Morris PM Stock Holding History

Price 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
2020
Q3 		$10K Buy
136
+21
+18% +$1.62K ﹤0.01% 298
2020
Q2 		$8K Buy
115
+100
+667% +$7.29K ﹤0.01% 191
2020
Q1 		$1K Sell
15
-86
-85% -$7.08K ﹤0.01% 359
2019
Q4 		$9K Buy
+101
New +$8.32K ﹤0.01% 168
2018
Q3 		– Sell
-550
Closed -$44K – 371
2018
Q2 		$44K Buy
550
+337
+158% +$28.6K 0.02% 125
2018
Q1 		$21K Sell
213
-213
-50% -$22.2K 0.01% 108
2017
Q4 		$45K Buy
+426
New +$45.4K 0.03% 61

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Price Wealth's PM Position: Q3 2020 in Review

Price Wealth increased its Philip Morris (PM) stake by 18% in Q3 2020, buying an estimated $1.62K and bringing the position to 136 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Price Wealth first reported a position in PM in Q4 2017 and has held it in 7 quarters since. The position peaked at $45K in Q4 2017. 1,678 funds tracked by Wall St. Rank hold PM as of Q3 2020.

  • Price Wealth held 136 shares of Philip Morris worth $10K as of Q3 2020.
  • Price Wealth bought 21 Philip Morris shares in Q3 2020, an estimated $1.62K.
  • Philip Morris made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #298 holding.
  • Price Wealth first reported a position in Philip Morris in Q4 2017 and has held it in 7 quarters since.
  • Price Wealth's Philip Morris position peaked at $45K in Q4 2017.
  • 1,678 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.