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Summit Wealth & Retirement Planning’s Philip Morris PM Stock Holding History

Summit Wealth & Retirement Planning’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
2019
Q2 		– Sell
-2,734
Closed -$242K – 140
2019
Q1 		$242K Buy
+2,734
New +$220K 0.14% 120

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth & Retirement Planning's PM Position: Q2 2019 in Review

Summit Wealth & Retirement Planning sold out of Philip Morris (PM) in Q2 2019, closing a stake of 2,734 shares — an estimated $242K sold.

Summit Wealth & Retirement Planning first reported a position in PM in Q1 2019 and held it in 1 quarter. The position peaked at $242K in Q1 2019. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

  • Summit Wealth & Retirement Planning reported no remaining Philip Morris position as of Q2 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 2,734 Philip Morris shares in Q2 2019, an estimated $242K.
  • Summit Wealth & Retirement Planning first reported a position in Philip Morris in Q1 2019 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Philip Morris position peaked at $242K in Q1 2019.
  • 1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2019, filed 6 Aug 2019.