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SYSTM Wealth Solutions’s Philip Morris PM Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-3,041
Closed -$311K – 487
2024
Q2 		$311K Sell
3,041
-23,878
-89% -$2.33M 0.07% 167
2024
Q1 		$2.49M Sell
26,919
-532
-2% -$49.1K 0.31% 91
2023
Q4 		$2.61M Buy
27,451
+4,548
+20% +$419K 0.36% 77
2023
Q3 		$2.12M Sell
22,903
-13,069
-36% -$1.26M 0.33% 80
2023
Q2 		$3.51M Buy
35,972
+7,504
+26% +$717K 0.48% 54
2023
Q1 		$2.77M Sell
28,468
-1,615
-5% -$161K 0.43% 57
2022
Q4 		$3.04M Buy
+30,083
New +$2.84M 0.38% 71

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SYSTM Wealth Solutions's PM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Philip Morris (PM) in Q3 2024, closing a stake of 3,041 shares — an estimated $311K sold.

SYSTM Wealth Solutions first reported a position in PM in Q4 2022 and held it in 7 quarters. The position peaked at $3.51M in Q2 2023. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Philip Morris position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,041 Philip Morris shares in Q3 2024, an estimated $311K.
  • SYSTM Wealth Solutions first reported a position in Philip Morris in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Philip Morris position peaked at $3.51M in Q2 2023.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.