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Yoder Wealth Management’s Philip Morris PM Stock Holding History

Yoder Wealth 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
2023
Q3 		– Sell
-2,116
Closed -$207K – 80
2023
Q2 		$207K Hold
2,116
– – 0.16% 78
2023
Q1 		$206K Buy
+2,116
New +$211K 0.17% 72

Other funds holding PM

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Yoder Wealth Management's PM Position: Q3 2023 in Review

Yoder Wealth Management sold out of Philip Morris (PM) in Q3 2023, closing a stake of 2,116 shares — an estimated $207K sold.

Yoder Wealth Management first reported a position in PM in Q1 2023 and held it in 2 quarters. The position peaked at $207K in Q2 2023. 2,027 funds tracked by Wall St. Rank hold PM as of Q3 2023.

  • Yoder Wealth Management reported no remaining Philip Morris position as of Q3 2023 after selling out during the quarter.
  • Yoder Wealth Management sold 2,116 Philip Morris shares in Q3 2023, an estimated $207K.
  • Yoder Wealth Management first reported a position in Philip Morris in Q1 2023 and held it in 2 quarters.
  • Yoder Wealth Management's Philip Morris position peaked at $207K in Q2 2023.
  • 2,027 funds tracked by Wall St. Rank held Philip Morris as of Q3 2023.

Based on Yoder Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.