Stelac Advisory Services’s Philip Morris PM Stock Holding History

Stelac Advisory Services’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
2023 Q3	–	Sell	-5,487	Closed	-$536K	–	148
2023 Q2	$536K	Sell	5,487 -618	-10%	-$59K	0.24%	82
2023 Q1	$594K	Buy	6,105 +145	+2%	+$14.4K	0.26%	68
2022 Q4	$603K	Buy	5,960 +156	+3%	+$14.7K	0.27%	60
2022 Q3	$482K	Hold	5,804	–	–	0.22%	79
2022 Q2	$573K	Buy	5,804 +3,614	+165%	+$368K	0.23%	61
2022 Q1	$206K	Sell	2,190 -3,867	-64%	-$387K	0.07%	99
2021 Q4	$575K	Sell	6,057 -166	-3%	-$15.5K	0.16%	82
2021 Q3	$590K	Buy	6,223 +992	+19%	+$99.8K	0.16%	95
2021 Q2	$518K	Buy	+5,231	New	+$502K	0.12%	125
2018 Q3	–	Sell	-2,000	Closed	-$161K	–	166
2018 Q2	$161K	Hold	2,000	–	–	0.04%	98
2018 Q1	$199K	Buy	+2,000	New	+$208K	0.06%	71

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 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

Stelac Advisory Services's PM Position: Q3 2023 in Review

Stelac Advisory Services sold out of Philip Morris (PM) in Q3 2023, closing a stake of 5,487 shares — an estimated $536K sold.

Stelac Advisory Services first reported a position in PM in Q1 2018 and held it in 11 quarters. The position peaked at $603K in Q4 2022. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

Stelac Advisory Services reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 5,487 Philip Morris shares in Q3 2023, an estimated $536K.
Stelac Advisory Services first reported a position in Philip Morris in Q1 2018 and held it in 11 quarters.
Stelac Advisory Services's Philip Morris position peaked at $603K in Q4 2022.
2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.