ArchPoint Investors’s Philip Morris PM Stock Holding History

ArchPoint Investors’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 Q4	–	Sell	-2,216	Closed	-$213K	–	115
2021 Q3	$213K	Buy	+2,216	New	+$223K	0.06%	103
2020 Q4	–	Sell	-10,325	Closed	-$787K	–	123
2020 Q3	$787K	Buy	10,325 +225	+2%	+$17.4K	0.25%	51
2020 Q2	$719K	Hold	10,100	–	–	0.23%	44
2020 Q1	$749K	Hold	10,100	–	–	0.3%	36
2019 Q4	$871K	Buy	10,100 +2,500	+33%	+$206K	0.27%	43
2019 Q3	$586K	Hold	7,600	–	–	0.2%	50
2019 Q2	$605K	Hold	7,600	–	–	0.19%	50
2019 Q1	$680K	Buy	+7,600	New	+$612K	0.2%	45
2018 Q2	–	Sell	-30,282	Closed	-$3.04M	–	146
2018 Q1	$3.04M	Buy	+30,282	New	+$3.15M	0.9%	25
2015 Q1	–	Sell	-3,317	Closed	-$270K	–	149
2014 Q4	$270K	Hold	3,317	–	–	0.2%	91
2014 Q3	$277K	Hold	3,317	–	–	0.23%	74
2014 Q2	$280K	Hold	3,317	–	–	0.24%	68
2014 Q1	$272K	Hold	3,317	–	–	0.25%	69
2013 Q4	$289K	Hold	3,317	–	–	0.26%	61
2013 Q3	$287K	Hold	3,317	–	–	0.32%	63
2013 Q2	$287K	Buy	+3,317	New	+$308K	0.34%	60

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

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

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

ArchPoint Investors's PM Position: Q4 2021 in Review

ArchPoint Investors sold out of Philip Morris (PM) in Q4 2021, closing a stake of 2,216 shares — an estimated $213K sold.

ArchPoint Investors first reported a position in PM in Q2 2013 and held it in 16 quarters. The position peaked at $3.04M in Q1 2018. 1,965 funds tracked by Wall St. Rank hold PM as of Q4 2021.

ArchPoint Investors reported no remaining Philip Morris position as of Q4 2021 after selling out during the quarter.
ArchPoint Investors sold 2,216 Philip Morris shares in Q4 2021, an estimated $213K.
ArchPoint Investors first reported a position in Philip Morris in Q2 2013 and held it in 16 quarters.
ArchPoint Investors's Philip Morris position peaked at $3.04M in Q1 2018.
1,965 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on ArchPoint Investors's 13F filing for Q4 2021, filed 11 Feb 2022.