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Rockwood Wealth Management’s Philip Morris PM Stock Holding History

Rockwood 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
Q1 		– Sell
-16,193
Closed -$1.52M – 84
2023
Q4 		$1.52M Buy
+16,193
New +$1.49M 0.22% 27

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rockwood Wealth Management's PM Position: Q1 2024 in Review

Rockwood Wealth Management sold out of Philip Morris (PM) in Q1 2024, closing a stake of 16,193 shares — an estimated $1.52M sold.

Rockwood Wealth Management first reported a position in PM in Q4 2023 and held it in 1 quarter. The position peaked at $1.52M in Q4 2023. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

  • Rockwood Wealth Management reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
  • Rockwood Wealth Management sold 16,193 Philip Morris shares in Q1 2024, an estimated $1.52M.
  • Rockwood Wealth Management first reported a position in Philip Morris in Q4 2023 and held it in 1 quarter.
  • Rockwood Wealth Management's Philip Morris position peaked at $1.52M in Q4 2023.
  • 2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Rockwood Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.