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Birchcreek Wealth Management’s Philip Morris PM Stock Holding History

Birchcreek Wealth Management’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
Q1 		– Sell
-489
Closed -$40K – 239
2020
Q4 		$40K Buy
+489
New +$38.1K 0.04% 243

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

Birchcreek Wealth Management's PM Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Philip Morris (PM) in Q1 2021, closing a stake of 489 shares — an estimated $40K sold.

Birchcreek Wealth Management first reported a position in PM in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 489 Philip Morris shares in Q1 2021, an estimated $40K.
  • Birchcreek Wealth Management first reported a position in Philip Morris in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Philip Morris position peaked at $40K in Q4 2020.
  • 1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.