TCWP’s Philip Morris PM Stock Holding History

TCWP’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 Q2	–	Sell	-281	Closed	-$26K	–	1342
2022 Q1	$26K	Buy	+281	New	+$28.1K	﹤0.01%	629

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCWP's PM Position: Q2 2022 in Review

TCWP sold out of Philip Morris (PM) in Q2 2022, closing a stake of 281 shares — an estimated $26K sold.

TCWP first reported a position in PM in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 1,980 funds tracked by Wall St. Rank hold PM as of Q2 2022.

TCWP reported no remaining Philip Morris position as of Q2 2022 after selling out during the quarter.
TCWP sold 281 Philip Morris shares in Q2 2022, an estimated $26K.
TCWP first reported a position in Philip Morris in Q1 2022 and held it in 1 quarter.
TCWP's Philip Morris position peaked at $26K in Q1 2022.
1,980 funds tracked by Wall St. Rank held Philip Morris as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.