Shore Point Advisors’s Philip Morris PM Stock Holding History

Shore Point 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
2022 Q1	–	Sell	-410	Closed	-$39K	–	154
2021 Q4	$39K	Buy	+410	New	+$38.3K	0.03%	79

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 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Shore Point Advisors's PM Position: Q1 2022 in Review

Shore Point Advisors sold out of Philip Morris (PM) in Q1 2022, closing a stake of 410 shares — an estimated $39K sold.

Shore Point Advisors first reported a position in PM in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

Shore Point Advisors reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
Shore Point Advisors sold 410 Philip Morris shares in Q1 2022, an estimated $39K.
Shore Point Advisors first reported a position in Philip Morris in Q4 2021 and held it in 1 quarter.
Shore Point Advisors's Philip Morris position peaked at $39K in Q4 2021.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.