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Advisors Management Group’s Philip Morris PM Stock Holding History

Advisors Management 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
2021
Q1 		– Sell
-2,475
Closed -$205K – 123
2020
Q4 		$205K Buy
+2,475
New +$193K 0.08% 102
2020
Q2 		– Sell
-2,776
Closed -$203K – 92
2020
Q1 		$203K Hold
2,776
– – 0.1% 85
2019
Q4 		$236K Buy
+2,776
New +$229K 0.09% 84

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisors Management Group's PM Position: Q1 2021 in Review

Advisors Management Group sold out of Philip Morris (PM) in Q1 2021, closing a stake of 2,475 shares — an estimated $205K sold.

Advisors Management Group first reported a position in PM in Q4 2019 and held it in 3 quarters. The position peaked at $236K in Q4 2019. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

  • Advisors Management Group reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
  • Advisors Management Group sold 2,475 Philip Morris shares in Q1 2021, an estimated $205K.
  • Advisors Management Group first reported a position in Philip Morris in Q4 2019 and held it in 3 quarters.
  • Advisors Management Group's Philip Morris position peaked at $236K in Q4 2019.
  • 1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Advisors Management Group's 13F filing for Q1 2021, filed 14 Apr 2021.