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Security National Bank of Sioux City Iowa’s Philip Morris PM Stock Holding History

Security National Bank of Sioux City Iowa’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
Q4 		– Sell
-10,199
Closed -$1.24M – 103
2024
Q3 		$1.24M Buy
+10,199
New +$1.19M 0.76% 54

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State Street
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GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Security National Bank of Sioux City Iowa's PM Position: Q4 2024 in Review

Security National Bank of Sioux City Iowa sold out of Philip Morris (PM) in Q4 2024, closing a stake of 10,199 shares — an estimated $1.24M sold.

Security National Bank of Sioux City Iowa first reported a position in PM in Q3 2024 and held it in 1 quarter. The position peaked at $1.24M in Q3 2024. 2,517 funds tracked by Wall St. Rank hold PM as of Q4 2024.

  • Security National Bank of Sioux City Iowa reported no remaining Philip Morris position as of Q4 2024 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 10,199 Philip Morris shares in Q4 2024, an estimated $1.24M.
  • Security National Bank of Sioux City Iowa first reported a position in Philip Morris in Q3 2024 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's Philip Morris position peaked at $1.24M in Q3 2024.
  • 2,517 funds tracked by Wall St. Rank held Philip Morris as of Q4 2024.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2024, filed 14 Feb 2025.