Wealth Advisors’s Philip Morris PM Stock Holding History

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
2023 Q3	$322K	Hold	3,482	–	–	0.14%	46
2023 Q2	$345K	Hold	3,482	–	–	0.15%	45
2023 Q1	$343K	Buy	3,482 +1,000	+40%	+$99.7K	0.16%	43
2022 Q4	$251K	Hold	2,482	–	–	0.13%	55
2022 Q3	$206K	Hold	2,482	–	–	0.1%	54
2022 Q2	$245K	Hold	2,482	–	–	0.12%	51
2022 Q1	$233K	Hold	2,482	–	–	0.08%	64
2021 Q4	$236K	Hold	2,482	–	–	0.08%	60
2021 Q3	$239K	Hold	2,482	–	–	0.09%	59
2021 Q2	$246K	Hold	2,482	–	–	0.09%	61
2021 Q1	$233K	Hold	2,482	–	–	0.09%	64
2020 Q4	$205K	Sell	2,482 -782	-24%	-$60.9K	0.09%	64
2020 Q3	$256K	Buy	+3,264	New	+$252K	0.12%	60

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

Wealth Advisors's PM Position: Q3 2023 in Review

Wealth Advisors held its Philip Morris (PM) position steady in Q3 2023 at 3,482 shares worth $322K. The position accounts for 0.14% of the portfolio, ranked #46.

Wealth Advisors first reported a position in PM in Q3 2020 and has held it in 13 quarters since. The position peaked at $345K in Q2 2023. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

Wealth Advisors held 3,482 shares of Philip Morris worth $322K as of Q3 2023.
Wealth Advisors left its Philip Morris share count unchanged in Q3 2023.
Philip Morris made up 0.14% of Wealth Advisors's portfolio in Q3 2023, its #46 holding.
Wealth Advisors first reported a position in Philip Morris in Q3 2020 and has held it in 13 quarters since.
Wealth Advisors's Philip Morris position peaked at $345K in Q2 2023.
2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.