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Bel Air Investment Advisors’s Philip Morris PM Stock Holding History

Bel Air Investment 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
2021
Q2 		$520K Sell
5,246
-3,967
-43% -$381K 0.02% 257
2021
Q1 		$818K Buy
+9,213
New +$782K 0.03% 206

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bel Air Investment Advisors's PM Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Philip Morris (PM) stake by 43% in Q2 2021, selling an estimated $381K and leaving 5,246 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #257.

Bel Air Investment Advisors first reported a position in PM in Q1 2021 and has held it in 2 quarters since. The position peaked at $818K in Q1 2021. 1,857 funds tracked by Wall St. Rank hold PM as of Q2 2021.

  • Bel Air Investment Advisors held 5,246 shares of Philip Morris worth $520K as of Q2 2021.
  • Bel Air Investment Advisors sold 3,967 Philip Morris shares in Q2 2021, an estimated $381K.
  • Philip Morris made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #257 holding.
  • Bel Air Investment Advisors first reported a position in Philip Morris in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Philip Morris position peaked at $818K in Q1 2021.
  • 1,857 funds tracked by Wall St. Rank held Philip Morris as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.