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WealthBridge Capital Management’s Philip Morris PM Stock Holding History

WealthBridge 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
2019
Q2 		– Sell
-485
Closed -$41K – 662
2019
Q1 		$41K Buy
485
+135
+39% +$10.9K 0.03% 319
2018
Q4 		$23K Buy
+350
New +$29.2K 0.02% 384

Other funds holding PM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthBridge Capital Management's PM Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Philip Morris (PM) in Q2 2019, closing a stake of 485 shares — an estimated $41K sold.

WealthBridge Capital Management first reported a position in PM in Q4 2018 and held it in 2 quarters. The position peaked at $41K in Q1 2019. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Philip Morris position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 485 Philip Morris shares in Q2 2019, an estimated $41K.
  • WealthBridge Capital Management first reported a position in Philip Morris in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Philip Morris position peaked at $41K in Q1 2019.
  • 1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.