True Capital Management’s Philip Morris PM Stock Holding History

True Capital 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 Q1	$834K	Buy	8,575 +760	+10%	+$75.7K	0.57%	43
2022 Q4	$791K	Buy	+7,815	New	+$737K	0.64%	44

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

True Capital Management's PM Position: Q1 2023 in Review

True Capital Management increased its Philip Morris (PM) stake by 9.7% in Q1 2023, buying an estimated $75.7K and bringing the position to 8,575 shares worth $834K. The position accounts for 0.57% of the portfolio, ranked #43.

True Capital Management first reported a position in PM in Q4 2022 and has held it in 2 quarters since. 2,044 funds tracked by Wall St. Rank hold PM as of Q1 2023.

True Capital Management held 8,575 shares of Philip Morris worth $834K as of Q1 2023.
True Capital Management bought 760 Philip Morris shares in Q1 2023, an estimated $75.7K.
Philip Morris made up 0.57% of True Capital Management's portfolio in Q1 2023, its #43 holding.
True Capital Management first reported a position in Philip Morris in Q4 2022 and has held it in 2 quarters since.
2,044 funds tracked by Wall St. Rank held Philip Morris as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.