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RTD Financial Advisors’s Philip Morris PM Stock Holding History

RTD Financial Advisors’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
-2,692
Closed -$272K – 94
2022
Q4 		$272K Hold
2,692
– – 0.04% 90
2022
Q3 		$223K Sell
2,692
-50
-2% -$4.77K 0.04% 88
2022
Q2 		$271K Sell
2,742
-102
-4% -$10.4K 0.04% 95
2022
Q1 		$267K Buy
2,844
+41
+1% +$4.1K 0.04% 98
2021
Q4 		$266K Buy
+2,803
New +$262K 0.03% 105

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

RTD Financial Advisors's PM Position: Q1 2023 in Review

RTD Financial Advisors sold out of Philip Morris (PM) in Q1 2023, closing a stake of 2,692 shares — an estimated $272K sold.

RTD Financial Advisors first reported a position in PM in Q4 2021 and held it in 5 quarters. The position peaked at $272K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

  • RTD Financial Advisors reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
  • RTD Financial Advisors sold 2,692 Philip Morris shares in Q1 2023, an estimated $272K.
  • RTD Financial Advisors first reported a position in Philip Morris in Q4 2021 and held it in 5 quarters.
  • RTD Financial Advisors's Philip Morris position peaked at $272K in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on RTD Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.