Selective Wealth Management’s Philip Morris PM Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-285	Closed	-$24K	–	567
2022 Q3	$24K	Sell	285 -300	-51%	-$28.6K	0.01%	399
2022 Q2	$58K	Hold	585	–	–	0.02%	298
2022 Q1	$55K	Hold	585	–	–	0.02%	287
2021 Q4	$56K	Hold	585	–	–	0.02%	260
2021 Q3	$55K	Sell	585 -370	-39%	-$37.2K	0.03%	240
2021 Q2	$95K	Buy	955 +185	+24%	+$17.8K	0.08%	127
2021 Q1	$68K	Buy	770 +184	+31%	+$15.6K	0.06%	106
2020 Q4	$49K	Buy	586 +392	+202%	+$30.5K	0.03%	112
2020 Q3	$15K	Hold	194	–	–	0.01%	176
2020 Q2	$14K	Hold	194	–	–	0.01%	209
2020 Q1	$14K	Hold	194	–	–	0.02%	128
2019 Q4	$17K	Sell	194 -54	-22%	-$4.45K	0.02%	131
2019 Q3	$19K	Buy	+248	New	+$19.7K	0.03%	127

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Selective Wealth Management's PM Position: Q4 2022 in Review

Selective Wealth Management sold out of Philip Morris (PM) in Q4 2022, closing a stake of 285 shares — an estimated $24K sold.

Selective Wealth Management first reported a position in PM in Q3 2019 and held it in 13 quarters. The position peaked at $95K in Q2 2021. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Selective Wealth Management reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 285 Philip Morris shares in Q4 2022, an estimated $24K.
Selective Wealth Management first reported a position in Philip Morris in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Philip Morris position peaked at $95K in Q2 2021.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.