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Wetzel Investment Advisors’s Philip Morris PM Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-417
Closed -$38.2K – 689
2024
Q2 		$38.2K Buy
417
+75
+22% +$7.33K 0.02% 273
2024
Q1 		$31.2K Sell
342
-75
-18% -$6.92K 0.02% 309
2023
Q4 		$39K Buy
+417
New +$38.4K 0.02% 275

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wetzel Investment Advisors's PM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Philip Morris (PM) in Q3 2024, closing a stake of 417 shares — an estimated $38.2K sold.

Wetzel Investment Advisors first reported a position in PM in Q4 2023 and held it in 3 quarters. The position peaked at $39K in Q4 2023. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Philip Morris position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 417 Philip Morris shares in Q3 2024, an estimated $38.2K.
  • Wetzel Investment Advisors first reported a position in Philip Morris in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Philip Morris position peaked at $39K in Q4 2023.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.