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Retirement Financial Solutions’s Philip Morris PM Stock Holding History

Retirement Financial Solutions’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
-483
Closed -$48.9K – 188
2022
Q4 		$48.9K Buy
+483
New +$45.6K 0.04% 49

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Retirement Financial Solutions's PM Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Philip Morris (PM) in Q1 2023, closing a stake of 483 shares — an estimated $48.9K sold.

Retirement Financial Solutions first reported a position in PM in Q4 2022 and held it in 1 quarter. The position peaked at $48.9K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 483 Philip Morris shares in Q1 2023, an estimated $48.9K.
  • Retirement Financial Solutions first reported a position in Philip Morris in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Philip Morris position peaked at $48.9K in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.