Torch Wealth Management’s Philip Morris PM Stock Holding History

Torch Wealth 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
2019 Q4	$248K	Sell	2,925 -500	-15%	-$41.2K	0.14%	100
2019 Q3	$260K	Sell	3,425 -100	-3%	-$7.92K	0.15%	92
2019 Q2	$277K	Hold	3,525	–	–	0.17%	92
2019 Q1	$312K	Buy	3,525 +100	+3%	+$8.05K	0.19%	87
2018 Q4	$229K	Hold	3,425	–	–	0.16%	88
2018 Q3	$279K	Buy	3,425 +200	+6%	+$16.4K	0.17%	92
2018 Q2	$260K	Sell	3,225 -1,500	-32%	-$127K	0.16%	91
2018 Q1	$470K	Hold	4,725	–	–	0.3%	72
2017 Q4	$499K	Buy	4,725 +350	+8%	+$37.3K	0.3%	74
2017 Q3	$486K	Sell	4,375 -500	-10%	-$58.2K	0.32%	70
2017 Q2	$573K	Hold	4,875	–	–	0.4%	61
2017 Q1	$550K	Hold	4,875	–	–	0.37%	65
2016 Q4	$446K	Sell	4,875 -50	-1%	-$4.63K	0.31%	71
2016 Q3	$479K	Hold	4,925	–	–	0.35%	66
2016 Q2	$501K	Hold	4,925	–	–	0.37%	66
2016 Q1	$483K	Hold	4,925	–	–	0.36%	62
2015 Q4	$433K	Hold	4,925	–	–	0.32%	70
2015 Q3	$391K	Hold	4,925	–	–	0.3%	71
2015 Q2	$395K	Sell	4,925 -100	-2%	-$8.23K	0.27%	76
2015 Q1	$379K	Sell	5,025 -125	-2%	-$10.1K	0.29%	68
2014 Q4	$419K	Buy	5,150 +300	+6%	+$25.8K	0.32%	66
2014 Q3	$404K	Hold	4,850	–	–	0.3%	71
2014 Q2	$409K	Hold	4,850	–	–	0.28%	72
2014 Q1	$397K	Buy	4,850 +75	+2%	+$6.06K	0.29%	71
2013 Q4	$416K	Buy	+4,775	New	+$417K	0.32%	70

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Torch Wealth Management's PM Position: Q4 2019 in Review

Torch Wealth Management reduced its Philip Morris (PM) stake by 15% in Q4 2019, selling an estimated $41.2K and leaving 2,925 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #100.

Torch Wealth Management first reported a position in PM in Q4 2013 and has held it in 25 quarters since. The position peaked at $573K in Q2 2017. 1,823 funds tracked by Wall St. Rank hold PM as of Q4 2019.

Torch Wealth Management held 2,925 shares of Philip Morris worth $248K as of Q4 2019.
Torch Wealth Management sold 500 Philip Morris shares in Q4 2019, an estimated $41.2K.
Philip Morris made up 0.14% of Torch Wealth Management's portfolio in Q4 2019, its #100 holding.
Torch Wealth Management first reported a position in Philip Morris in Q4 2013 and has held it in 25 quarters since.
Torch Wealth Management's Philip Morris position peaked at $573K in Q2 2017.
1,823 funds tracked by Wall St. Rank held Philip Morris as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.