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Burt Wealth Advisors’s Philip Morris PM Stock Holding History

Burt Wealth 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
Q1 		– Sell
-1,513
Closed -$125K – 285
2020
Q4 		$125K Hold
1,513
– – 0.04% 114
2020
Q3 		$113K Sell
1,513
-11
-0.7% -$849 0.04% 118
2020
Q2 		$107K Buy
1,524
+11
+0.7% +$802 0.04% 118
2020
Q1 		$110K Hold
1,513
– – 0.05% 107
2019
Q4 		$129K Hold
1,513
– – 0.05% 105
2019
Q3 		$115K Sell
1,513
-50
-3% -$3.96K 0.05% 117
2019
Q2 		$123K Hold
1,563
– – 0.05% 111
2019
Q1 		$138K Hold
1,563
– – 0.06% 103
2018
Q4 		$104K Hold
1,563
– – 0.05% 121
2018
Q3 		$127K Hold
1,563
– – 0.06% 119
2018
Q2 		$126K Hold
1,563
– – 0.06% 112
2018
Q1 		$155K Sell
1,563
-50
-3% -$5.21K 0.08% 94
2017
Q4 		$170K Hold
1,613
– – 0.11% 87
2017
Q3 		$179K Hold
1,613
– – 0.12% 77
2017
Q2 		$189K Buy
1,613
+400
+33% +$46.3K 0.13% 69
2017
Q1 		$137K Sell
1,213
-44
-4% -$4.54K 0.1% 87
2016
Q4 		$115K Buy
1,257
+682
+119% +$63.2K 0.1% 103
2016
Q3 		$55K Buy
575
+1
+0.2% +$100 0.06% 150
2016
Q2 		$58K Sell
574
-7
-1% -$698 0.06% 141
2016
Q1 		$57K Sell
581
-231
-28% -$21.2K 0.05% 156
2015
Q4 		$71K Buy
812
+1
+0.1% +$87 0.06% 125
2015
Q3 		$64K Buy
811
+1
+0.1% +$82 0.08% 118
2015
Q2 		$65K Buy
810
+101
+14% +$8.31K 0.07% 134
2015
Q1 		$53K Buy
709
+1
+0.1% +$81 0.05% 135
2014
Q4 		$58K Buy
+708
New +$60.8K 0.06% 129

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

Burt Wealth Advisors's PM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Philip Morris (PM) in Q1 2021, closing a stake of 1,513 shares — an estimated $125K sold.

Burt Wealth Advisors first reported a position in PM in Q4 2014 and held it in 25 quarters. The position peaked at $189K in Q2 2017. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,513 Philip Morris shares in Q1 2021, an estimated $125K.
  • Burt Wealth Advisors first reported a position in Philip Morris in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's Philip Morris position peaked at $189K in Q2 2017.
  • 1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.