Berman Capital Advisors’s Philip Morris PM Stock Holding History

Berman Capital 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 Q3	$467K	Buy	4,933 +1,538	+45%	+$155K	0.07%	141
2021 Q2	$336K	Buy	3,395 +1,071	+46%	+$103K	0.05%	164
2021 Q1	$205K	Buy	2,324 +648	+39%	+$55K	0.04%	187
2020 Q4	$137K	Sell	1,676 -1,542	-48%	-$120K	0.03%	212
2020 Q3	$239K	Sell	3,218 -1,695	-35%	-$131K	0.07%	132
2020 Q2	$343K	Sell	4,913 -1,416	-22%	-$103K	0.09%	89
2020 Q1	$459K	Buy	6,329 +1,567	+33%	+$129K	0.15%	67
2019 Q4	$405K	Buy	4,762 +427	+10%	+$35.2K	0.12%	81
2019 Q3	$328K	Buy	4,335 +24	+0.6%	+$1.9K	0.1%	91
2019 Q2	$337K	Buy	4,311 +442	+11%	+$36.5K	0.11%	91
2019 Q1	$342K	Sell	3,869 -55	-1%	-$4.43K	0.11%	81
2018 Q4	$260K	Sell	3,924 -251	-6%	-$21K	0.1%	91
2018 Q3	$340K	Buy	4,175 +206	+5%	+$16.9K	0.14%	72
2018 Q2	$322K	Sell	3,969 -140	-3%	-$11.9K	0.11%	79
2018 Q1	$409K	Buy	+4,109	New	+$428K	0.16%	63

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

Berman Capital Advisors's PM Position: Q3 2021 in Review

Berman Capital Advisors increased its Philip Morris (PM) stake by 45% in Q3 2021, buying an estimated $155K and bringing the position to 4,933 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #141.

Berman Capital Advisors first reported a position in PM in Q1 2018 and has held it in 15 quarters since. 1,848 funds tracked by Wall St. Rank hold PM as of Q3 2021.

Berman Capital Advisors held 4,933 shares of Philip Morris worth $467K as of Q3 2021.
Berman Capital Advisors bought 1,538 Philip Morris shares in Q3 2021, an estimated $155K.
Philip Morris made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #141 holding.
Berman Capital Advisors first reported a position in Philip Morris in Q1 2018 and has held it in 15 quarters since.
1,848 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.