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Strategic Wealth Investment Group’s Philip Morris PM Stock Holding History

Strategic Wealth Investment 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
2020
Q1 		– Sell
-2,388
Closed -$203K – 53
2019
Q4 		$203K Buy
+2,388
New +$197K 0.21% 53

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Investment Group's PM Position: Q1 2020 in Review

Strategic Wealth Investment Group sold out of Philip Morris (PM) in Q1 2020, closing a stake of 2,388 shares — an estimated $203K sold.

Strategic Wealth Investment Group first reported a position in PM in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 1,682 funds tracked by Wall St. Rank hold PM as of Q1 2020.

  • Strategic Wealth Investment Group reported no remaining Philip Morris position as of Q1 2020 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 2,388 Philip Morris shares in Q1 2020, an estimated $203K.
  • Strategic Wealth Investment Group first reported a position in Philip Morris in Q4 2019 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Philip Morris position peaked at $203K in Q4 2019.
  • 1,682 funds tracked by Wall St. Rank held Philip Morris as of Q1 2020.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2020, filed 20 Apr 2020.