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Summit Place Financial Advisors’s Philip Morris PM Stock Holding History

Summit Place Financial Advisors’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
Q1 		– Sell
-3,662
Closed -$348K – 112
2021
Q4 		$348K Buy
+3,662
New +$342K 0.24% 85

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Place Financial Advisors's PM Position: Q1 2022 in Review

Summit Place Financial Advisors sold out of Philip Morris (PM) in Q1 2022, closing a stake of 3,662 shares — an estimated $348K sold.

Summit Place Financial Advisors first reported a position in PM in Q4 2021 and held it in 1 quarter. The position peaked at $348K in Q4 2021. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

  • Summit Place Financial Advisors reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
  • Summit Place Financial Advisors sold 3,662 Philip Morris shares in Q1 2022, an estimated $348K.
  • Summit Place Financial Advisors first reported a position in Philip Morris in Q4 2021 and held it in 1 quarter.
  • Summit Place Financial Advisors's Philip Morris position peaked at $348K in Q4 2021.
  • 1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on Summit Place Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.