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Sutton Wealth Advisors’s Philip Morris PM Stock Holding History

Sutton Wealth 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
2023
Q3 		$138K Buy
1,495
+25
+2% +$2.41K 0.07% 137
2023
Q2 		$144K Hold
1,470
– – 0.07% 137
2023
Q1 		$143K Sell
1,470
-2,571
-64% -$256K 0.08% 133
2022
Q4 		$409K Sell
4,041
-48
-1% -$4.53K 0.16% 103
2022
Q3 		$339K Sell
4,089
-6
-0.1% -$572 0.14% 115
2022
Q2 		$404K Sell
4,095
-36
-0.9% -$3.67K 0.16% 96
2022
Q1 		$388K Sell
4,131
-215
-5% -$21.5K 0.13% 107
2021
Q4 		$413K Sell
4,346
-20
-0.5% -$1.87K 0.14% 107
2021
Q3 		$414K Buy
4,366
+12
+0.3% +$1.21K 0.15% 102
2021
Q2 		$432K Hold
4,354
– – 0.16% 100
2021
Q1 		$386K Sell
4,354
-118
-3% -$10K 0.15% 104
2020
Q4 		$370K Buy
4,472
+37
+0.8% +$2.88K 0.16% 105
2020
Q3 		$333K Sell
4,435
-3
-0.1% -$231 0.16% 103
2020
Q2 		$311K Sell
4,438
-331
-7% -$24.1K 0.16% 103
2020
Q1 		$348K Sell
4,769
-360
-7% -$29.6K 0.22% 80
2019
Q4 		$436K Sell
5,129
-601
-10% -$49.5K 0.22% 76
2019
Q3 		$435K Buy
5,730
+43
+0.8% +$3.41K 0.24% 74
2019
Q2 		$447K Sell
5,687
-47
-0.8% -$3.88K 0.26% 71
2019
Q1 		$507K Sell
5,734
-38
-0.7% -$3.06K 0.3% 57
2018
Q4 		$385K Sell
5,772
-457
-7% -$38.2K 0.25% 67
2018
Q3 		$508K Sell
6,229
-27
-0.4% -$2.22K 0.33% 53
2018
Q2 		$505K Sell
6,256
-465
-7% -$39.5K 0.35% 48
2018
Q1 		$668K Hold
6,721
– – 0.48% 34
2017
Q4 		$710K Sell
6,721
-42
-0.6% -$4.47K 0.52% 31
2017
Q3 		$751K Hold
6,763
– – 0.57% 26
2017
Q2 		$794K Buy
6,763
+6
+0.1% +$695 0.63% 24
2017
Q1 		$763K Hold
6,757
– – 0.64% 25
2016
Q4 		$618K Buy
6,757
+20
+0.3% +$1.85K 0.55% 31
2016
Q3 		$655K Sell
6,737
-64
-0.9% -$6.41K 0.6% 26
2016
Q2 		$692K Sell
6,801
-184
-3% -$18.4K 0.65% 24
2016
Q1 		$685K Buy
+6,985
New +$640K 0.65% 25

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's PM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Philip Morris (PM) stake by 1.7% in Q3 2023, buying an estimated $2.41K and bringing the position to 1,495 shares worth $138K. The position accounts for 0.07% of the portfolio, ranked #137.

Sutton Wealth Advisors first reported a position in PM in Q1 2016 and has held it in 31 quarters since. The position peaked at $794K in Q2 2017. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

  • Sutton Wealth Advisors held 1,495 shares of Philip Morris worth $138K as of Q3 2023.
  • Sutton Wealth Advisors bought 25 Philip Morris shares in Q3 2023, an estimated $2.41K.
  • Philip Morris made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #137 holding.
  • Sutton Wealth Advisors first reported a position in Philip Morris in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Philip Morris position peaked at $794K in Q2 2017.
  • 2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.