Castle Financial & Retirement Planning Associates’s Philip Morris PM Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$42K	Buy	+406	New	+$37.9K	0.14%	41

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's PM Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Philip Morris (PM) in Q4 2021: 406 shares worth $42K. The stake represents 0.14% of the portfolio and ranks #41 among its holdings.

1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

Castle Financial & Retirement Planning Associates held 406 shares of Philip Morris worth $42K as of Q4 2021.
Philip Morris was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Philip Morris made up 0.14% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #41 holding.
1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.