Rebalance’s Philip Morris PM Stock Holding History

Rebalance’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
2023 Q1	–	Sell	-443	Closed	-$44.8K	–	119
2022 Q4	$44.8K	Buy	+443	New	+$41.8K	﹤0.01%	104

Other funds holding PM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rebalance's PM Position: Q1 2023 in Review

Rebalance sold out of Philip Morris (PM) in Q1 2023, closing a stake of 443 shares — an estimated $44.8K sold.

Rebalance first reported a position in PM in Q4 2022 and held it in 1 quarter. The position peaked at $44.8K in Q4 2022. 2,046 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Rebalance reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Rebalance sold 443 Philip Morris shares in Q1 2023, an estimated $44.8K.
Rebalance first reported a position in Philip Morris in Q4 2022 and held it in 1 quarter.
Rebalance's Philip Morris position peaked at $44.8K in Q4 2022.
2,046 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.