CSat Investment Advisory’s Philip Morris PM Stock Holding History

CSat Investment Advisory’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 Q1	$6K	Buy	64 +16	+33%	+$1.36K	0.01%	484
2020 Q4	$4K	Sell	48 -4,582	-99%	-$357K	﹤0.01%	496
2020 Q3	$347K	Buy	4,630 +402	+10%	+$31K	0.03%	204
2020 Q2	$296K	Buy	4,228 +240	+6%	+$17.5K	0.04%	242
2020 Q1	$291K	Buy	3,988 +564	+16%	+$46.4K	0.06%	194
2019 Q4	$292K	Buy	3,424 +550	+19%	+$45.3K	0.08%	198
2019 Q3	$218K	Buy	2,874 +368	+15%	+$29.2K	0.07%	196
2019 Q2	$196K	Buy	2,506 +2,482	+10,342%	+$205K	0.07%	193
2019 Q1	$2K	Hold	24	–	–	﹤0.01%	543
2018 Q4	$2K	Buy	24 +5	+26%	+$418	﹤0.01%	534
2018 Q3	$2K	Buy	19 +1	+6%	+$82	﹤0.01%	532
2018 Q2	$1K	Buy	+18	New	+$1.53K	﹤0.01%	551

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

CSat Investment Advisory's PM Position: Q1 2021 in Review

CSat Investment Advisory increased its Philip Morris (PM) stake by 33% in Q1 2021, buying an estimated $1.36K and bringing the position to 64 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #484.

CSat Investment Advisory first reported a position in PM in Q2 2018 and has held it in 12 quarters since. The position peaked at $347K in Q3 2020. 1,836 funds tracked by Wall St. Rank hold PM as of Q1 2021.

CSat Investment Advisory held 64 shares of Philip Morris worth $6K as of Q1 2021.
CSat Investment Advisory bought 16 Philip Morris shares in Q1 2021, an estimated $1.36K.
Philip Morris made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #484 holding.
CSat Investment Advisory first reported a position in Philip Morris in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Philip Morris position peaked at $347K in Q3 2020.
1,836 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.