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All Terrain Financial Advisors’s Philip Morris PM Stock Holding History

All Terrain 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
2020
Q4 		– Sell
-1,500
Closed -$112K – 108
2020
Q3 		$112K Hold
1,500
– – 0.04% 88
2020
Q2 		$105K Sell
1,500
-600
-29% -$43.7K 0.04% 89
2020
Q1 		$153K Buy
2,100
+1,500
+250% +$123K 0.06% 136
2019
Q4 		$51K Hold
600
– – 0.02% 197
2019
Q3 		$46K Hold
600
– – 0.02% 200
2019
Q2 		$47K Hold
600
– – 0.02% 188
2019
Q1 		$53K Buy
+600
New +$48.3K 0.02% 214

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

All Terrain Financial Advisors's PM Position: Q4 2021 in Review

All Terrain Financial Advisors sold out of Philip Morris (PM) in Q4 2021, closing a stake of 2,185 shares — an estimated $207K sold.

All Terrain Financial Advisors first reported a position in PM in Q4 2017 and held it in 16 quarters. The position peaked at $447K in Q4 2017. 1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

  • All Terrain Financial Advisors reported no remaining Philip Morris position as of Q4 2021 after selling out during the quarter.
  • All Terrain Financial Advisors sold 2,185 Philip Morris shares in Q4 2021, an estimated $207K.
  • All Terrain Financial Advisors first reported a position in Philip Morris in Q4 2017 and held it in 16 quarters.
  • All Terrain Financial Advisors's Philip Morris position peaked at $447K in Q4 2017.
  • 1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on All Terrain Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.