RVW Wealth’s Philip Morris PM Stock Holding History

RVW Wealth’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 Q4	–	Sell	-545	Closed	-$50.5K	–	309
2023 Q3	$50.5K	Buy	+545	New	+$52.5K	0.01%	235

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RVW Wealth's PM Position: Q4 2023 in Review

RVW Wealth sold out of Philip Morris (PM) in Q4 2023, closing a stake of 545 shares — an estimated $50.5K sold.

RVW Wealth first reported a position in PM in Q3 2023 and held it in 1 quarter. The position peaked at $50.5K in Q3 2023. 2,150 funds tracked by Wall St. Rank hold PM as of Q4 2023.

RVW Wealth reported no remaining Philip Morris position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 545 Philip Morris shares in Q4 2023, an estimated $50.5K.
RVW Wealth first reported a position in Philip Morris in Q3 2023 and held it in 1 quarter.
RVW Wealth's Philip Morris position peaked at $50.5K in Q3 2023.
2,150 funds tracked by Wall St. Rank held Philip Morris as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.