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Sowa Financial Group’s Philip Morris PM Stock Holding History

Sowa Financial Group’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
Q2 		– Sell
-2,822
Closed -$265K – 58
2022
Q1 		$265K Sell
2,822
-62
-2% -$6.2K 0.16% 59
2021
Q4 		$274K Buy
2,884
+30
+1% +$2.8K 0.16% 57
2021
Q3 		$271K Buy
2,854
+96
+3% +$9.66K 0.18% 58
2021
Q2 		$273K Buy
2,758
+501
+22% +$48.1K 0.2% 61
2021
Q1 		$200K Sell
2,257
-58
-3% -$4.92K 0.14% 71
2020
Q4 		$192K Buy
2,315
+1
+0% +$78 0.13% 66
2020
Q3 		$174K Buy
2,314
+271
+13% +$20.9K 0.12% 68
2020
Q2 		$143K Buy
2,043
+1
+0% +$73 0.11% 70
2020
Q1 		$149K Sell
2,042
-162
-7% -$13.3K 0.13% 63
2019
Q4 		$188K Buy
+2,204
New +$182K 0.15% 62

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sowa Financial Group's PM Position: Q2 2022 in Review

Sowa Financial Group sold out of Philip Morris (PM) in Q2 2022, closing a stake of 2,822 shares — an estimated $265K sold.

Sowa Financial Group first reported a position in PM in Q4 2019 and held it in 10 quarters. The position peaked at $274K in Q4 2021. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

  • Sowa Financial Group reported no remaining Philip Morris position as of Q2 2022 after selling out during the quarter.
  • Sowa Financial Group sold 2,822 Philip Morris shares in Q2 2022, an estimated $265K.
  • Sowa Financial Group first reported a position in Philip Morris in Q4 2019 and held it in 10 quarters.
  • Sowa Financial Group's Philip Morris position peaked at $274K in Q4 2021.
  • 1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.