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Brendel Financial Advisors’s Philip Morris PM Stock Holding History

Brendel Financial 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 		– Sell
-200
Closed -$20K – 228
2021
Q2 		$20K Buy
+200
New +$19.2K 0.01% 195

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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

Brendel Financial Advisors's PM Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Philip Morris (PM) in Q3 2021, closing a stake of 200 shares — an estimated $20K sold.

Brendel Financial Advisors first reported a position in PM in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 200 Philip Morris shares in Q3 2021, an estimated $20K.
  • Brendel Financial Advisors first reported a position in Philip Morris in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Philip Morris position peaked at $20K in Q2 2021.
  • 1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.