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Reston Wealth Management’s Philip Morris PM Stock Holding History

Reston Wealth Management’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
-476
Closed -$57.8K – 331
2024
Q3 		$57.8K Buy
+476
New +$55.3K 0.02% 120

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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

Reston Wealth Management's PM Position: Q4 2024 in Review

Reston Wealth Management sold out of Philip Morris (PM) in Q4 2024, closing a stake of 476 shares — an estimated $57.8K sold.

Reston Wealth Management first reported a position in PM in Q3 2024 and held it in 1 quarter. The position peaked at $57.8K in Q3 2024. 2,515 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Reston Wealth Management reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 476 Philip Morris shares in Q4 2024, an estimated $57.8K.
  • Reston Wealth Management first reported a position in Philip Morris in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Philip Morris position peaked at $57.8K in Q3 2024.
  • 2,515 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.