WAM
PM icon

Wealthspire Advisors (Maryland)’s Philip Morris PM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.44M Buy
32,499
+18,989
+141% +$1.46M 0.09% 108
2020
Q2 		$946K Buy
13,510
+1,928
+17% +$141K 0.07% 168
2020
Q1 		$845K Sell
11,582
-2,943
-20% -$242K 0.07% 159
2019
Q4 		$1.24M Buy
14,525
+1,970
+16% +$162K 0.08% 142
2019
Q3 		$953K Sell
12,555
-2,621
-17% -$208K 0.07% 156
2019
Q2 		$1.19M Sell
15,176
-877
-5% -$72.4K 0.09% 122
2019
Q1 		$1.42M Buy
16,053
+807
+5% +$65K 0.11% 111
2018
Q4 		$1.02M Sell
15,246
-1,602
-10% -$134K 0.09% 120
2018
Q3 		$1.37M Sell
16,848
-680
-4% -$55.8K 0.11% 106
2018
Q2 		$1.42M Sell
17,528
-1,053
-6% -$89.4K 0.13% 100
2018
Q1 		$1.85M Sell
18,581
-402
-2% -$41.9K 0.17% 85
2017
Q4 		$2.01M Buy
18,983
+395
+2% +$42.1K 0.2% 83
2017
Q3 		$2.06M Buy
18,588
+676
+4% +$78.7K 0.22% 71
2017
Q2 		$2.1M Buy
17,912
+5,877
+49% +$681K 0.25% 68
2017
Q1 		$1.36M Buy
12,035
+1,704
+16% +$176K 0.19% 80
2016
Q4 		$945K Buy
10,331
+909
+10% +$84.2K 0.14% 104
2016
Q3 		$916K Sell
9,422
-637
-6% -$63.8K 0.14% 105
2016
Q2 		$1.02M Buy
10,059
+369
+4% +$36.8K 0.17% 92
2016
Q1 		$951K Buy
9,690
+1,350
+16% +$124K 0.17% 91
2015
Q4 		$733K Buy
+8,340
New +$724K 0.14% 114

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Philip Morris (PM) stake by 141% in Q3 2020, buying an estimated $1.46M and bringing the position to 32,499 shares worth $2.44M. The position accounts for 0.09% of the portfolio, ranked #108.

Wealthspire Advisors (Maryland) first reported a position in PM in Q4 2015 and has held it in 20 quarters since. 1,678 funds tracked by Wall St. Rank hold PM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 32,499 shares of Philip Morris worth $2.44M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 18,989 Philip Morris shares in Q3 2020, an estimated $1.46M.
  • Philip Morris made up 0.09% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #108 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Philip Morris in Q4 2015 and has held it in 20 quarters since.
  • 1,678 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.