Blue Chip Wealth Management’s Philip Morris PM Stock Holding History

Blue Chip 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
2020 Q3	$314K	Buy	4,188 +737	+21%	+$56.9K	0.25%	78
2020 Q2	$242K	Buy	3,451 +135	+4%	+$9.84K	0.23%	85
2020 Q1	$242K	Buy	3,316 +20	+0.6%	+$1.65K	0.3%	76
2019 Q4	$280K	Sell	3,296 -80	-2%	-$6.59K	0.26%	82
2019 Q3	$256K	Sell	3,376 -219	-6%	-$17.4K	0.27%	84
2019 Q2	$282K	Buy	3,595 +23	+0.6%	+$1.9K	0.3%	76
2019 Q1	$316K	Sell	3,572 -851	-19%	-$68.5K	0.36%	66
2018 Q4	$295K	Sell	4,423 -279	-6%	-$23.3K	0.39%	66
2018 Q3	$383K	Sell	4,702 -996	-17%	-$81.8K	0.39%	63
2018 Q2	$460K	Sell	5,698 -978	-15%	-$83K	0.5%	58
2018 Q1	$664K	Buy	+6,676	New	+$695K	0.68%	38

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Blue Chip Wealth Management's PM Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Philip Morris (PM) stake by 21% in Q3 2020, buying an estimated $56.9K and bringing the position to 4,188 shares worth $314K. The position accounts for 0.25% of the portfolio, ranked #78.

Blue Chip Wealth Management first reported a position in PM in Q1 2018 and has held it in 11 quarters since. The position peaked at $664K in Q1 2018. 1,678 funds tracked by Wall St. Rank hold PM as of Q3 2020.

Blue Chip Wealth Management held 4,188 shares of Philip Morris worth $314K as of Q3 2020.
Blue Chip Wealth Management bought 737 Philip Morris shares in Q3 2020, an estimated $56.9K.
Philip Morris made up 0.25% of Blue Chip Wealth Management's portfolio in Q3 2020, its #78 holding.
Blue Chip Wealth Management first reported a position in Philip Morris in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Philip Morris position peaked at $664K in Q1 2018.
1,678 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.