YorkBridge Wealth Partners’s Philip Morris PM Stock Holding History

YorkBridge Wealth Partners’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 Q4	$3.16M	Sell	31,200 -343	-1%	-$32.4K	0.8%	32
2022 Q3	$2.62M	Buy	31,543 +143	+0.5%	+$13.6K	0.68%	38
2022 Q2	$3.1M	Hold	31,400	–	–	0.81%	28
2022 Q1	$2.95M	Hold	31,400	–	–	0.65%	38
2021 Q4	$2.98M	Hold	31,400	–	–	0.67%	41
2021 Q3	$2.98M	Hold	31,400	–	–	0.75%	36
2021 Q2	$3.11M	Hold	31,400	–	–	0.81%	33
2021 Q1	$2.79M	Buy	31,400 +28,500	+983%	+$2.42M	0.82%	32
2020 Q4	$240K	Buy	+2,900	New	+$226K	0.08%	174
2019 Q3	–	Sell	-2,130	Closed	-$167K	–	520
2019 Q2	$167K	Sell	2,130 -1	-0%	-$83	0.07%	202
2019 Q1	$188K	Sell	2,131 -350	-14%	-$28.2K	0.09%	168
2018 Q4	$166K	Hold	2,481	–	–	0.09%	166
2018 Q3	$203K	Sell	2,481 -605	-20%	-$49.7K	0.09%	164
2018 Q2	$249K	Sell	3,086 -191	-6%	-$16.2K	0.11%	155
2018 Q1	$329K	Sell	3,277 -54	-2%	-$5.62K	0.15%	132
2017 Q4	$329K	Buy	3,331 +225	+7%	+$24K	0.16%	131
2017 Q3	$345K	Buy	3,106 +105	+3%	+$12.2K	0.18%	117
2017 Q2	$351K	Hold	3,001	–	–	0.19%	115
2017 Q1	$331K	Sell	3,001 -480	-14%	-$49.5K	0.17%	120
2016 Q4	$311K	Buy	+3,481	New	+$323K	0.18%	115

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

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

YorkBridge Wealth Partners's PM Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Philip Morris (PM) stake by 1.1% in Q4 2022, selling an estimated $32.4K and leaving 31,200 shares worth $3.16M. The position accounts for 0.8% of the portfolio, ranked #32.

YorkBridge Wealth Partners first reported a position in PM in Q4 2016 and has held it in 20 quarters since. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

YorkBridge Wealth Partners held 31,200 shares of Philip Morris worth $3.16M as of Q4 2022.
YorkBridge Wealth Partners sold 343 Philip Morris shares in Q4 2022, an estimated $32.4K.
Philip Morris made up 0.8% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #32 holding.
YorkBridge Wealth Partners first reported a position in Philip Morris in Q4 2016 and has held it in 20 quarters since.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.