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Professional Financial Advisors’s Philip Morris PM Stock Holding History

Professional Financial 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 		– Sell
-1,094
Closed -$91K – 354
2022
Q3 		$91K Buy
+1,094
New +$104K 0.06% 110

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Professional Financial Advisors's PM Position: Q4 2022 in Review

Professional Financial Advisors sold out of Philip Morris (PM) in Q4 2022, closing a stake of 1,094 shares — an estimated $91K sold.

Professional Financial Advisors first reported a position in PM in Q3 2022 and held it in 1 quarter. The position peaked at $91K in Q3 2022. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

  • Professional Financial Advisors reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,094 Philip Morris shares in Q4 2022, an estimated $91K.
  • Professional Financial Advisors first reported a position in Philip Morris in Q3 2022 and held it in 1 quarter.
  • Professional Financial Advisors's Philip Morris position peaked at $91K in Q3 2022.
  • 2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.