Wealth Advisory Solutions’s Philip Morris PM Stock Holding History

Wealth Advisory Solutions’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 Q1	–	Sell	-27,322	Closed	-$2.57M	–	131
2023 Q4	$2.57M	Sell	27,322 -37,053	-58%	-$3.41M	0.9%	31
2023 Q3	$6M	Sell	64,375 -28,834	-31%	-$2.78M	1.18%	25
2023 Q2	$9.1M	Sell	93,209 -1,436	-2%	-$137K	2.42%	10
2023 Q1	$9.2M	Sell	94,645 -23,508	-20%	-$2.34M	2.45%	9
2022 Q4	$12M	Buy	118,153 +195	+0.2%	+$18.4K	3.21%	5
2022 Q3	$9.79M	Sell	117,958 -1,526	-1%	-$146K	2.71%	6
2022 Q2	$11.8M	Sell	119,484 -7,327	-6%	-$747K	2.9%	5
2022 Q1	$11.9M	Buy	+126,811	New	+$12.7M	2.48%	7
2021 Q3	$1.84M	Buy	19,444 +4,175	+27%	+$420K	0.41%	63
2021 Q2	$1.51M	Sell	15,269 -5,258	-26%	-$504K	0.36%	70
2021 Q1	$439K	Buy	+20,527	New	+$1.74M	0.33%	45

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealth Advisory Solutions's PM Position: Q1 2024 in Review

Wealth Advisory Solutions sold out of Philip Morris (PM) in Q1 2024, closing a stake of 27,322 shares — an estimated $2.57M sold.

Wealth Advisory Solutions first reported a position in PM in Q1 2021 and held it in 11 quarters. The position peaked at $12M in Q4 2022. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

Wealth Advisory Solutions reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
Wealth Advisory Solutions sold 27,322 Philip Morris shares in Q1 2024, an estimated $2.57M.
Wealth Advisory Solutions first reported a position in Philip Morris in Q1 2021 and held it in 11 quarters.
Wealth Advisory Solutions's Philip Morris position peaked at $12M in Q4 2022.
2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Wealth Advisory Solutions's 13F filing for Q1 2024, filed 23 Apr 2024.