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Zynergy Retirement Planning’s Philip Morris PM Stock Holding History

Zynergy Retirement Planning’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
-50
Closed -$5.07K – 123
2024
Q2 		$5.07K Buy
+50
New +$4.89K ﹤0.01% 95

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

Zynergy Retirement Planning's PM Position: Q3 2024 in Review

Zynergy Retirement Planning sold out of Philip Morris (PM) in Q3 2024, closing a stake of 50 shares — an estimated $5.07K sold.

Zynergy Retirement Planning first reported a position in PM in Q2 2024 and held it in 1 quarter. The position peaked at $5.07K in Q2 2024. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.

  • Zynergy Retirement Planning reported no remaining Philip Morris position as of Q3 2024 after selling out during the quarter.
  • Zynergy Retirement Planning sold 50 Philip Morris shares in Q3 2024, an estimated $5.07K.
  • Zynergy Retirement Planning first reported a position in Philip Morris in Q2 2024 and held it in 1 quarter.
  • Zynergy Retirement Planning's Philip Morris position peaked at $5.07K in Q2 2024.
  • 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.

Based on Zynergy Retirement Planning's 13F filing for Q3 2024, filed 7 Nov 2024.