Ameritas Investment Company’s Philip Morris PM Stock Holding History

Ameritas Investment Company’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 Q3	$1.3M	Buy	13,698 +7,103	+108%	+$714K	0.06%	241
2021 Q2	$1.07M	Sell	6,595 -16,793	-72%	-$1.61M	0.05%	274
2021 Q1	$2.08M	Buy	23,388 +17,820	+320%	+$1.51M	0.18%	125
2020 Q4	$457K	Sell	5,568 -576	-9%	-$44.8K	0.09%	229
2020 Q3	$430K	Hold	6,144	–	–	0.13%	185
2020 Q2	$430K	Buy	6,144 +647	+12%	+$47.2K	0.12%	189
2020 Q1	$401K	Buy	5,497 +1,556	+39%	+$128K	0.06%	218
2019 Q4	$335K	Sell	3,941 -65	-2%	-$5.36K	0.07%	240
2019 Q3	$305K	Sell	4,006 -49	-1%	-$3.88K	0.06%	260
2019 Q2	$318K	Sell	4,055 -381	-9%	-$31.5K	0.15%	142
2019 Q1	$392K	Buy	+4,436	New	+$357K	0.07%	210

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameritas Investment Company's PM Position: Q3 2021 in Review

Ameritas Investment Company increased its Philip Morris (PM) stake by 108% in Q3 2021, buying an estimated $714K and bringing the position to 13,698 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #241.

Ameritas Investment Company first reported a position in PM in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.08M in Q1 2021. 1,848 funds tracked by Wall St. Rank hold PM as of Q3 2021.

Ameritas Investment Company held 13,698 shares of Philip Morris worth $1.3M as of Q3 2021.
Ameritas Investment Company bought 7,103 Philip Morris shares in Q3 2021, an estimated $714K.
Philip Morris made up 0.06% of Ameritas Investment Company's portfolio in Q3 2021, its #241 holding.
Ameritas Investment Company first reported a position in Philip Morris in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's Philip Morris position peaked at $2.08M in Q1 2021.
1,848 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.