Towerpoint Wealth’s Philip Morris PM Stock Holding History

Towerpoint Wealth’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 Q1	–	Sell	-3,150	Closed	-$319K	–	85
2022 Q4	$319K	Hold	3,150	–	–	0.18%	64
2022 Q3	$261K	Hold	3,150	–	–	0.16%	72
2022 Q2	$311K	Hold	3,150	–	–	0.19%	70
2022 Q1	$296K	Hold	3,150	–	–	0.15%	71
2021 Q4	$299K	Hold	3,150	–	–	0.14%	67
2021 Q3	$299K	Hold	3,150	–	–	0.15%	63
2021 Q2	$312K	Hold	3,150	–	–	0.16%	61
2021 Q1	$280K	Hold	3,150	–	–	0.13%	63
2020 Q4	$261K	Hold	3,150	–	–	0.13%	61
2020 Q3	$236K	Sell	3,150 -40	-1%	-$3.09K	0.13%	55
2020 Q2	$223K	Sell	3,190 -528	-14%	-$38.5K	0.14%	56
2020 Q1	$271K	Sell	3,718 -178	-5%	-$14.6K	0.21%	45
2019 Q4	$332K	Sell	3,896 -88	-2%	-$7.25K	0.22%	42
2019 Q3	$303K	Hold	3,984	–	–	0.21%	41
2019 Q2	$333K	Hold	3,984	–	–	0.23%	39
2019 Q1	$352K	Buy	+3,984	New	+$321K	0.25%	39

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 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

Towerpoint Wealth's PM Position: Q1 2023 in Review

Towerpoint Wealth sold out of Philip Morris (PM) in Q1 2023, closing a stake of 3,150 shares — an estimated $319K sold.

Towerpoint Wealth first reported a position in PM in Q1 2019 and held it in 16 quarters. The position peaked at $352K in Q1 2019. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

Towerpoint Wealth reported no remaining Philip Morris position as of Q1 2023 after selling out during the quarter.
Towerpoint Wealth sold 3,150 Philip Morris shares in Q1 2023, an estimated $319K.
Towerpoint Wealth first reported a position in Philip Morris in Q1 2019 and held it in 16 quarters.
Towerpoint Wealth's Philip Morris position peaked at $352K in Q1 2019.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on Towerpoint Wealth's 13F filing for Q1 2023, filed 15 May 2023.