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Quattro Financial Advisors’s Philip Morris PM Stock Holding History

Quattro 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
2019
Q4 		– Sell
-3,200
Closed -$248K – 69
2019
Q3 		$248K Hold
3,200
– – 0.08% 54
2019
Q2 		$283K Buy
+3,200
New +$264K 0.09% 48
2019
Q1 		– Sell
-3,685
Closed -$265K – 61
2018
Q4 		$265K Buy
3,685
+3,200
+660% +$267K 0.09% 54
2018
Q3 		$41.2K Hold
485
– – 0.02% 72
2018
Q2 		$39.8K Buy
485
+348
+254% +$29.5K 0.02% 59
2018
Q1 		$13.8K Buy
+137
New +$14.3K 0.01% 70

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quattro Financial Advisors's PM Position: Q4 2019 in Review

Quattro Financial Advisors sold out of Philip Morris (PM) in Q4 2019, closing a stake of 3,200 shares — an estimated $248K sold.

Quattro Financial Advisors first reported a position in PM in Q1 2018 and held it in 6 quarters. The position peaked at $283K in Q2 2019. 1,822 funds tracked by Wall St. Rank hold PM as of Q4 2019.

  • Quattro Financial Advisors reported no remaining Philip Morris position as of Q4 2019 after selling out during the quarter.
  • Quattro Financial Advisors sold 3,200 Philip Morris shares in Q4 2019, an estimated $248K.
  • Quattro Financial Advisors first reported a position in Philip Morris in Q1 2018 and held it in 6 quarters.
  • Quattro Financial Advisors's Philip Morris position peaked at $283K in Q2 2019.
  • 1,822 funds tracked by Wall St. Rank held Philip Morris as of Q4 2019.

Based on Quattro Financial Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.