RPg Family Wealth Advisory’s Philip Morris PM Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-75	Closed	-$7.14K	–	262
2022 Q1	$7.14K	Buy	+75	New	+$7.5K	﹤0.01%	288
2017 Q4	–	Sell	-225	Closed	-$25K	–	290
2017 Q3	$25K	Hold	225	–	–	0.02%	201
2017 Q2	$26.4K	Sell	225 -68	-23%	-$7.88K	0.02%	217
2017 Q1	$33.1K	Sell	293 -66	-18%	-$6.81K	0.03%	173
2016 Q4	$32.8K	Sell	359 -239	-40%	-$22.1K	0.03%	148
2016 Q3	$58.1K	Buy	598 +4	+0.7%	+$401	0.04%	112
2016 Q2	$60.4K	Buy	594 +298	+101%	+$29.7K	0.03%	113
2016 Q1	$29K	Buy	+296	New	+$27.1K	0.02%	156

Other funds holding PM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RPg Family Wealth Advisory's PM Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Philip Morris (PM) in Q2 2022, closing a stake of 75 shares — an estimated $7.14K sold.

RPg Family Wealth Advisory first reported a position in PM in Q1 2016 and held it in 8 quarters. The position peaked at $60.4K in Q2 2016. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Philip Morris position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 75 Philip Morris shares in Q2 2022, an estimated $7.14K.
RPg Family Wealth Advisory first reported a position in Philip Morris in Q1 2016 and held it in 8 quarters.
RPg Family Wealth Advisory's Philip Morris position peaked at $60.4K in Q2 2016.
1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.