Ten Capital Wealth Advisors’s Philip Morris PM Stock Holding History

Ten Capital 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
2022 Q4	–	Sell	-80	Closed	-$7K	–	640
2022 Q3	$7K	Buy	+80	New	+$7.63K	﹤0.01%	366
2021 Q4	–	Sell	-125	Closed	-$12K	–	503
2021 Q3	$12K	Buy	+125	New	+$12.6K	0.01%	257

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ten Capital Wealth Advisors's PM Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of Philip Morris (PM) in Q4 2022, closing a stake of 80 shares — an estimated $7K sold.

Ten Capital Wealth Advisors first reported a position in PM in Q3 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Ten Capital Wealth Advisors reported no remaining Philip Morris position as of Q4 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 80 Philip Morris shares in Q4 2022, an estimated $7K.
Ten Capital Wealth Advisors first reported a position in Philip Morris in Q3 2021 and held it in 2 quarters.
Ten Capital Wealth Advisors's Philip Morris position peaked at $12K in Q3 2021.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.