Clear Perspective Advisors’s Philip Morris PM Stock Holding History

Clear Perspective 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	$303K	Buy	3,192 +635	+25%	+$59.4K	0.09%	138
2021 Q3	$242K	Sell	2,557 -75	-3%	-$7.54K	0.08%	148
2021 Q2	$261K	Sell	2,632 -498	-16%	-$47.8K	0.09%	140
2021 Q1	$278K	Buy	3,130 +610	+24%	+$51.8K	0.11%	127
2020 Q4	$209K	Sell	2,520 -164	-6%	-$12.8K	0.09%	138
2020 Q3	$251	Sell	2,684 -367	-12%	-$28.3K	0.12%	119
2020 Q2	$214K	Buy	3,051 +232	+8%	+$16.9K	0.12%	115
2020 Q1	$206K	Sell	2,819 -1,399	-33%	-$115K	0.14%	107
2019 Q4	$359K	Sell	4,218 -1,430	-25%	-$118K	0.22%	98
2019 Q3	$429K	Sell	5,648 -175	-3%	-$13.9K	0.19%	93
2019 Q2	$457K	Sell	5,823 -391	-6%	-$32.3K	0.29%	86
2019 Q1	$536K	Hold	6,214	–	–	0.38%	71
2018 Q4	$415K	Sell	6,214 -600	-9%	-$50.1K	0.35%	87
2018 Q3	$556K	Buy	6,814 +100	+1%	+$8.21K	0.41%	75
2018 Q2	$542K	Sell	6,714 -1,067	-14%	-$90.6K	0.38%	77
2018 Q1	$773K	Hold	7,781	–	–	0.58%	42
2017 Q4	$822K	Hold	7,781	–	–	0.63%	37
2017 Q3	$864K	Sell	7,781 -163	-2%	-$19K	0.71%	37
2017 Q2	$933K	Hold	7,944	–	–	0.78%	37
2017 Q1	$897K	Hold	7,944	–	–	0.59%	41
2016 Q4	$727K	Buy	+7,944	New	+$736K	0.48%	46

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

Clear Perspective Advisors's PM Position: Q4 2021 in Review

Clear Perspective Advisors increased its Philip Morris (PM) stake by 25% in Q4 2021, buying an estimated $59.4K and bringing the position to 3,192 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #138.

Clear Perspective Advisors first reported a position in PM in Q4 2016 and has held it in 21 quarters since. The position peaked at $933K in Q2 2017. 1,965 funds tracked by Wall St. Rank hold PM as of Q4 2021.

Clear Perspective Advisors held 3,192 shares of Philip Morris worth $303K as of Q4 2021.
Clear Perspective Advisors bought 635 Philip Morris shares in Q4 2021, an estimated $59.4K.
Philip Morris made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #138 holding.
Clear Perspective Advisors first reported a position in Philip Morris in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Philip Morris position peaked at $933K in Q2 2017.
1,965 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.