Stuart Chaussee & Associates’s Philip Morris PM Stock Holding History

Stuart Chaussee & Associates’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 Q1	–	Sell	-195	Closed	-$19.7K	–	146
2022 Q4	$19.7K	Hold	195	–	–	0.01%	70
2022 Q3	$16K	Hold	195	–	–	0.04%	71
2022 Q2	$19K	Hold	195	–	–	0.04%	67
2022 Q1	$18K	Hold	195	–	–	0.01%	88
2021 Q4	$19K	Hold	195	–	–	0.01%	87
2021 Q3	$18K	Hold	195	–	–	0.03%	71
2021 Q2	$19K	Hold	195	–	–	0.01%	73
2021 Q1	$17K	Buy	+195	New	+$16.6K	0.01%	92
2018 Q2	–	Sell	-1,034	Closed	-$103K	–	138
2018 Q1	$103K	Buy	1,034 +190	+23%	+$19.8K	0.43%	15
2017 Q4	$88K	Hold	844	–	–	0.06%	25
2017 Q3	$94K	Sell	844 -1,026	-55%	-$119K	0.07%	23
2017 Q2	$220K	Hold	1,870	–	–	0.16%	15
2017 Q1	$211K	Buy	1,870 +101	+6%	+$10.4K	0.21%	12
2016 Q4	$162K	Sell	1,769 -10,191	-85%	-$944K	0.13%	17
2016 Q3	$1.16M	Buy	11,960 +850	+8%	+$85.1K	0.95%	6
2016 Q2	$1.13M	Buy	11,110 +1,065	+11%	+$106K	0.92%	5
2016 Q1	$1.01M	Sell	10,045 -865	-8%	-$79.3K	0.92%	5
2015 Q4	$959K	Buy	+10,910	New	+$947K	0.9%	10

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

Stuart Chaussee & Associates's PM Position: Q1 2023 in Review

Stuart Chaussee & Associates sold out of Philip Morris (PM) in Q1 2023, closing a stake of 195 shares — an estimated $19.7K sold.

Stuart Chaussee & Associates first reported a position in PM in Q4 2015 and held it in 18 quarters. The position peaked at $1.16M in Q3 2016. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Stuart Chaussee & Associates reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Stuart Chaussee & Associates sold 195 Philip Morris shares in Q1 2023, an estimated $19.7K.
Stuart Chaussee & Associates first reported a position in Philip Morris in Q4 2015 and held it in 18 quarters.
Stuart Chaussee & Associates's Philip Morris position peaked at $1.16M in Q3 2016.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2023, filed 8 May 2023.