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Pursue Wealth Partners’s Philip Morris PM Stock Holding History

Pursue 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
2024
Q4 		– Sell
-2,779
Closed -$337K – 125
2024
Q3 		$337K Buy
+2,779
New +$323K 0.18% 76

Other funds holding PM

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Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pursue Wealth Partners's PM Position: Q4 2024 in Review

Pursue Wealth Partners sold out of Philip Morris (PM) in Q4 2024, closing a stake of 2,779 shares — an estimated $337K sold.

Pursue Wealth Partners first reported a position in PM in Q3 2024 and held it in 1 quarter. The position peaked at $337K in Q3 2024. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Pursue Wealth Partners reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
  • Pursue Wealth Partners sold 2,779 Philip Morris shares in Q4 2024, an estimated $337K.
  • Pursue Wealth Partners first reported a position in Philip Morris in Q3 2024 and held it in 1 quarter.
  • Pursue Wealth Partners's Philip Morris position peaked at $337K in Q3 2024.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Pursue Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.