Cascade Investment Advisors’s Philip Morris PM Stock Holding History

Cascade Investment 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
2022 Q1	–	Sell	-52	Closed	-$4.94K	–	267
2021 Q4	$4.94K	Hold	52	–	–	﹤0.01%	245
2021 Q3	$4.93K	Hold	52	–	–	﹤0.01%	242
2021 Q2	$5.15K	Hold	52	–	–	﹤0.01%	244
2021 Q1	$4.61K	Hold	52	–	–	﹤0.01%	250
2020 Q4	$4.3K	Hold	52	–	–	﹤0.01%	242
2020 Q3	$3.9K	Hold	52	–	–	﹤0.01%	243
2020 Q2	$3.64K	Buy	+52	New	+$3.79K	﹤0.01%	239
2018 Q3	–	Sell	-225	Closed	-$18.2K	–	199
2018 Q2	$18.2K	Hold	225	–	–	0.02%	166
2018 Q1	$22.4K	Hold	225	–	–	0.02%	156
2017 Q4	$23.8K	Buy	+225	New	+$24K	0.02%	151
2017 Q1	–	Sell	-205	Closed	-$18.8K	–	198
2016 Q4	$18.8K	Buy	+205	New	+$19K	0.02%	135
2016 Q2	$20.9K	Buy	+205	New	+$20.4K	0.02%	126

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Cascade Investment Advisors's PM Position: Q1 2022 in Review

Cascade Investment Advisors sold out of Philip Morris (PM) in Q1 2022, closing a stake of 52 shares — an estimated $4.94K sold.

Cascade Investment Advisors first reported a position in PM in Q2 2016 and held it in 12 quarters. The position peaked at $23.8K in Q4 2017. 1,983 funds tracked by Wall St. Rank hold PM as of Q1 2022.

Cascade Investment Advisors reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
Cascade Investment Advisors sold 52 Philip Morris shares in Q1 2022, an estimated $4.94K.
Cascade Investment Advisors first reported a position in Philip Morris in Q2 2016 and held it in 12 quarters.
Cascade Investment Advisors's Philip Morris position peaked at $23.8K in Q4 2017.
1,983 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on Cascade Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.