Clarus Wealth Advisors’s Philip Morris PM Stock Holding History

Clarus 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
2019 Q3	–	Sell	-1,865	Closed	-$146K	–	446
2019 Q2	$146K	Buy	1,865 +2	+0.1%	+$165	0.11%	145
2019 Q1	$165K	Buy	1,863 +1	+0.1%	+$81	0.12%	128
2018 Q4	$124K	Sell	1,862 -112	-6%	-$9.35K	0.2%	137
2018 Q3	$161K	Buy	1,974 +38	+2%	+$3.12K	0.11%	161
2018 Q2	$192K	Buy	+1,936	New	+$164K	0.15%	120
2018 Q1	–	Sell	-1,936	Closed	-$205K	–	143
2017 Q4	$205K	Buy	+1,936	New	+$206K	0.2%	111

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarus Wealth Advisors's PM Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Philip Morris (PM) in Q3 2019, closing a stake of 1,865 shares — an estimated $146K sold.

Clarus Wealth Advisors first reported a position in PM in Q4 2017 and held it in 6 quarters. The position peaked at $205K in Q4 2017. 1,661 funds tracked by Wall St. Rank hold PM as of Q3 2019.

Clarus Wealth Advisors reported no remaining Philip Morris position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,865 Philip Morris shares in Q3 2019, an estimated $146K.
Clarus Wealth Advisors first reported a position in Philip Morris in Q4 2017 and held it in 6 quarters.
Clarus Wealth Advisors's Philip Morris position peaked at $205K in Q4 2017.
1,661 funds tracked by Wall St. Rank held Philip Morris as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.