SVWA
PM icon

Sound View Wealth Advisors’s Philip Morris PM Stock Holding History

Sound View Wealth 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
2019
Q1 		$3.88M Sell
43,899
-460
-1% -$37K 1.22% 18
2018
Q4 		$2.96M Buy
+44,359
New +$3.7M 1.07% 25

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sound View Wealth Advisors's PM Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Philip Morris (PM) stake by 1% in Q1 2019, selling an estimated $37K and leaving 43,899 shares worth $3.88M. The position accounts for 1.22% of the portfolio, ranked #18.

Sound View Wealth Advisors first reported a position in PM in Q4 2018 and has held it in 2 quarters since. 1,738 funds tracked by Wall St. Rank hold PM as of Q1 2019.

  • Sound View Wealth Advisors held 43,899 shares of Philip Morris worth $3.88M as of Q1 2019.
  • Sound View Wealth Advisors sold 460 Philip Morris shares in Q1 2019, an estimated $37K.
  • Philip Morris made up 1.22% of Sound View Wealth Advisors's portfolio in Q1 2019, its #18 holding.
  • Sound View Wealth Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 2 quarters since.
  • 1,738 funds tracked by Wall St. Rank held Philip Morris as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.