Private Vista’s Philip Morris PM Stock Holding History

Private Vista’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 Q2	–	Sell	-3,893	Closed	-$283K	–	146
2020 Q1	$283K	Buy	3,893 +239	+7%	+$19.7K	0.11%	109
2019 Q4	$314K	Buy	3,654 +32	+0.9%	+$2.64K	0.08%	106
2019 Q3	$274K	Sell	3,622 -603	-14%	-$47.8K	0.07%	120
2019 Q2	$332K	Buy	4,225 +300	+8%	+$24.8K	0.08%	111
2019 Q1	$346K	Buy	3,925 +918	+31%	+$73.9K	0.09%	114
2018 Q4	$201K	Sell	3,007 -1,252	-29%	-$105K	0.05%	145
2018 Q3	$347K	Sell	4,259 -164	-4%	-$13.5K	0.07%	112
2018 Q2	$357K	Buy	4,423 +1,049	+31%	+$89K	0.08%	104
2018 Q1	$335K	Buy	+3,374	New	+$351K	0.1%	93

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Vista's PM Position: Q2 2020 in Review

Private Vista sold out of Philip Morris (PM) in Q2 2020, closing a stake of 3,893 shares — an estimated $283K sold.

Private Vista first reported a position in PM in Q1 2018 and held it in 9 quarters. The position peaked at $357K in Q2 2018. 1,661 funds tracked by Wall St. Rank hold PM as of Q2 2020.

Private Vista reported no remaining Philip Morris position as of Q2 2020 after selling out during the quarter.
Private Vista sold 3,893 Philip Morris shares in Q2 2020, an estimated $283K.
Private Vista first reported a position in Philip Morris in Q1 2018 and held it in 9 quarters.
Private Vista's Philip Morris position peaked at $357K in Q2 2018.
1,661 funds tracked by Wall St. Rank held Philip Morris as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.