Wipfli Financial Advisors’s Philip Morris PM Stock Holding History

Wipfli Financial 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
2022 Q3	$4.97M	Buy	+58,965	New	+$5.62M	0.35%	35

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wipfli Financial Advisors's PM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Philip Morris (PM) in Q3 2022: 58,965 shares worth $4.97M. The stake represents 0.35% of the portfolio and ranks #35 among its holdings.

1,942 funds tracked by Wall St. Rank hold PM as of Q3 2022.

Wipfli Financial Advisors held 58,965 shares of Philip Morris worth $4.97M as of Q3 2022.
Philip Morris was a new Wipfli Financial Advisors position in Q3 2022.
Philip Morris made up 0.35% of Wipfli Financial Advisors's portfolio in Q3 2022, its #35 holding.
1,942 funds tracked by Wall St. Rank held Philip Morris as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.