Safeguard Financial’s Philip Morris PM Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-174	Closed	-$16K	–	420
2023 Q2	$16K	Buy	+174	New	+$16.6K	0.01%	289

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

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

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

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

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

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

Safeguard Financial's PM Position: Q3 2023 in Review

Safeguard Financial sold out of Philip Morris (PM) in Q3 2023, closing a stake of 174 shares — an estimated $16K sold.

Safeguard Financial first reported a position in PM in Q2 2023 and held it in 1 quarter. The position peaked at $16K in Q2 2023. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

Safeguard Financial reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 174 Philip Morris shares in Q3 2023, an estimated $16K.
Safeguard Financial first reported a position in Philip Morris in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Philip Morris position peaked at $16K in Q2 2023.
2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.