Camarda Financial Advisors’s Philip Morris PM Stock Holding History

Camarda 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	-17,498	Closed	-$1.73M	–	106
2021 Q2	$1.73M	Hold	17,498	–	–	1.07%	19
2021 Q1	$1.55M	Buy	+17,498	New	+$1.49M	1.11%	20
2019 Q3	–	Sell	-39	Closed	-$3K	–	358
2019 Q2	$3K	Hold	39	–	–	0.01%	283
2019 Q1	$3K	Buy	+39	New	+$3.14K	0.01%	311
2018 Q4	–	Sell	-75	Closed	-$6K	–	216
2018 Q3	$6K	Buy	+75	New	+$6.16K	0.01%	190
2017 Q1	–	Sell	-444	Closed	-$41K	–	233
2016 Q4	$41K	Buy	+444	New	+$41.1K	0.03%	130
2015 Q1	–	Sell	-406	Closed	-$33K	–	276
2014 Q4	$33K	Buy	+406	New	+$34.9K	0.02%	153
2014 Q2	–	Sell	-100	Closed	-$8K	–	229
2014 Q1	$8K	Buy	+100	New	+$8.08K	0.01%	157

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

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

Camarda Financial Advisors sold out of Philip Morris (PM) in Q3 2021, closing a stake of 17,498 shares — an estimated $1.73M sold.

Camarda Financial Advisors first reported a position in PM in Q1 2014 and held it in 8 quarters. The position peaked at $1.73M in Q2 2021. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

Camarda Financial Advisors reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
Camarda Financial Advisors sold 17,498 Philip Morris shares in Q3 2021, an estimated $1.73M.
Camarda Financial Advisors first reported a position in Philip Morris in Q1 2014 and held it in 8 quarters.
Camarda Financial Advisors's Philip Morris position peaked at $1.73M in Q2 2021.
1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Camarda Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.