CLA (CliftonLarsonAllen) Wealth Advisors’s Philip Morris PM Stock Holding History

CLA (CliftonLarsonAllen) 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 Q4	–	Sell	-5,777	Closed	-$548K	–	264
2021 Q3	$548K	Sell	5,777 -46	-0.8%	-$4.63K	0.02%	211
2021 Q2	$577K	Buy	+5,823	New	+$559K	0.02%	210
2017 Q2	–	Sell	-10,052	Closed	-$1.14M	–	136
2017 Q1	$1.14M	Buy	10,052 +30	+0.3%	+$3.1K	0.13%	91
2016 Q4	$917K	Buy	+10,022	New	+$929K	0.1%	93
2015 Q3	–	Sell	-5,533	Closed	-$444K	–	148
2015 Q2	$444K	Buy	+5,533	New	+$455K	0.09%	115

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

CLA (CliftonLarsonAllen) Wealth Advisors's PM Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Philip Morris (PM) in Q4 2021, closing a stake of 5,777 shares — an estimated $548K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PM in Q2 2015 and held it in 5 quarters. The position peaked at $1.14M in Q1 2017. 1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Philip Morris position as of Q4 2021 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 5,777 Philip Morris shares in Q4 2021, an estimated $548K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Philip Morris in Q2 2015 and held it in 5 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Philip Morris position peaked at $1.14M in Q1 2017.
1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.