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Riverpoint Wealth Management Holdings’s Philip Morris PM Stock Holding History

Riverpoint Wealth Management Holdings’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
-250
Closed -$25.3K – 96
2022
Q4 		$25.3K Buy
+250
New +$23.6K 0.01% 79

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

Riverpoint Wealth Management Holdings's PM Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Philip Morris (PM) in Q1 2023, closing a stake of 250 shares — an estimated $25.3K sold.

Riverpoint Wealth Management Holdings first reported a position in PM in Q4 2022 and held it in 1 quarter. The position peaked at $25.3K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 250 Philip Morris shares in Q1 2023, an estimated $25.3K.
  • Riverpoint Wealth Management Holdings first reported a position in Philip Morris in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Philip Morris position peaked at $25.3K in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.