Steward Partners Investment Solutions’s Philip Morris PM Stock Holding History

Steward Partners Investment Solutions’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
2024 Q1	$481K	Buy	+5,252	New	+$484K	0.08%	162

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Steward Partners Investment Solutions's PM Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Philip Morris (PM) in Q1 2024: 5,252 shares worth $481K. The stake represents 0.08% of the portfolio and ranks #162 among its holdings.

2,154 funds tracked by Wall St. Rank hold PM as of Q1 2024.

Steward Partners Investment Solutions held 5,252 shares of Philip Morris worth $481K as of Q1 2024.
Philip Morris was a new Steward Partners Investment Solutions position in Q1 2024.
Philip Morris made up 0.08% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #162 holding.
2,154 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.