Winthrop Advisory Group’s Philip Morris PM Stock Holding History

Winthrop Advisory Group’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 Q2	–	Sell	-2,816	Closed	-$205K	–	97
2020 Q1	$205K	Sell	2,816 -115	-4%	-$9.46K	0.08%	83
2019 Q4	$249K	Buy	+2,931	New	+$242K	0.09%	93
2019 Q1	–	Sell	-1,526	Closed	-$102K	–	96
2018 Q4	$102K	Buy	+1,526	New	+$127K	0.05%	84

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Winthrop Advisory Group's PM Position: Q2 2020 in Review

Winthrop Advisory Group sold out of Philip Morris (PM) in Q2 2020, closing a stake of 2,816 shares — an estimated $205K sold.

Winthrop Advisory Group first reported a position in PM in Q4 2018 and held it in 3 quarters. The position peaked at $249K in Q4 2019. 1,661 funds tracked by Wall St. Rank hold PM as of Q2 2020.

Winthrop Advisory Group reported no remaining Philip Morris position as of Q2 2020 after selling out during the quarter.
Winthrop Advisory Group sold 2,816 Philip Morris shares in Q2 2020, an estimated $205K.
Winthrop Advisory Group first reported a position in Philip Morris in Q4 2018 and held it in 3 quarters.
Winthrop Advisory Group's Philip Morris position peaked at $249K in Q4 2019.
1,661 funds tracked by Wall St. Rank held Philip Morris as of Q2 2020.

Based on Winthrop Advisory Group's 13F filing for Q2 2020, filed 17 Jul 2020.