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TD Ameritrade Investment Management’s Philip Morris PM Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-2,038
Closed -$199K – 355
2023
Q2 		$199K Sell
2,038
-390
-16% -$37.3K ﹤0.01% 166
2023
Q1 		$236K Sell
2,428
-498
-17% -$49.6K ﹤0.01% 165
2022
Q4 		$296K Sell
2,926
-960
-25% -$90.6K ﹤0.01% 170
2022
Q3 		$323K Sell
3,886
-197
-5% -$18.8K ﹤0.01% 168
2022
Q2 		$403K Sell
4,083
-1,156
-22% -$118K ﹤0.01% 175
2022
Q1 		$492K Buy
5,239
+38
+0.7% +$3.8K ﹤0.01% 186
2021
Q4 		$494K Buy
5,201
+3,010
+137% +$281K ﹤0.01% 182
2021
Q3 		$164K Sell
2,191
-1,093
-33% -$110K ﹤0.01% 222
2021
Q2 		$325K Buy
3,284
+259
+9% +$24.9K ﹤0.01% 198
2021
Q1 		$250K Hold
3,025
– – ﹤0.01% 205
2020
Q4 		$250K Buy
3,025
+834
+38% +$64.9K ﹤0.01% 205
2020
Q3 		$164K Sell
2,191
-277
-11% -$21.4K ﹤0.01% 222
2020
Q2 		$173K Buy
2,468
+415
+20% +$30.3K ﹤0.01% 216
2020
Q1 		$150K Sell
2,053
-113
-5% -$9.3K ﹤0.01% 215
2019
Q4 		$184K Buy
2,166
+502
+30% +$41.4K ﹤0.01% 200
2019
Q3 		$126K Buy
1,664
+829
+99% +$65.7K ﹤0.01% 198
2019
Q2 		$66K Buy
835
+322
+63% +$26.6K ﹤0.01% 230
2019
Q1 		$45K Sell
513
-263
-34% -$21.2K ﹤0.01% 252
2018
Q4 		$52K Buy
776
+92
+13% +$7.68K ﹤0.01% 226
2018
Q3 		$56K Buy
684
+321
+88% +$26.4K ﹤0.01% 205
2018
Q2 		$29K Buy
+363
New +$30.8K ﹤0.01% 168

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

TD Ameritrade Investment Management's PM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Philip Morris (PM) in Q3 2023, closing a stake of 2,038 shares — an estimated $199K sold.

TD Ameritrade Investment Management first reported a position in PM in Q2 2018 and held it in 21 quarters. The position peaked at $494K in Q4 2021. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,038 Philip Morris shares in Q3 2023, an estimated $199K.
  • TD Ameritrade Investment Management first reported a position in Philip Morris in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Philip Morris position peaked at $494K in Q4 2021.
  • 2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.