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TFO Wealth Partners’s Philip Morris PM Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$92 – 583
2024
Q1 		$92 Hold
1
– – ﹤0.01% 655
2023
Q4 		$94 Hold
1
– – ﹤0.01% 805
2023
Q3 		$98 Hold
1
– – ﹤0.01% 975
2023
Q2 		$98 Hold
1
– – ﹤0.01% 667
2023
Q1 		$97 Sell
1
-184
-99% -$18.3K ﹤0.01% 652
2022
Q4 		$9.48K Buy
+185
New +$17.5K ﹤0.01% 120
2022
Q3 		– Sell
-25
Closed -$2K – 400
2022
Q2 		$2K Buy
+25
New +$2.55K ﹤0.01% 342
2021
Q3 		– Sell
-20
Closed -$2K – 178
2021
Q2 		$2K Buy
+20
New +$1.92K ﹤0.01% 102

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

TFO Wealth Partners's PM Position: Q2 2024 in Review

TFO Wealth Partners sold out of Philip Morris (PM) in Q2 2024, closing a stake of 1 share — an estimated $92 sold.

TFO Wealth Partners first reported a position in PM in Q2 2021 and held it in 8 quarters. The position peaked at $9.48K in Q4 2022. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

  • TFO Wealth Partners reported no remaining Philip Morris position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Philip Morris share in Q2 2024, an estimated $92.
  • TFO Wealth Partners first reported a position in Philip Morris in Q2 2021 and held it in 8 quarters.
  • TFO Wealth Partners's Philip Morris position peaked at $9.48K in Q4 2022.
  • 2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.