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Fiduciary Planning’s Philip Morris PM Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-167
Closed -$15K – 211
2021
Q1 		$15K Buy
167
+2
+1% +$170 0.02% 133
2020
Q4 		$14K Buy
165
+3
+2% +$234 0.02% 133
2020
Q3 		$12K Buy
+162
New +$12.5K 0.02% 104

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fiduciary Planning's PM Position: Q2 2021 in Review

Fiduciary Planning sold out of Philip Morris (PM) in Q2 2021, closing a stake of 167 shares — an estimated $15K sold.

Fiduciary Planning first reported a position in PM in Q3 2020 and held it in 3 quarters. The position peaked at $15K in Q1 2021. 1,857 funds tracked by Wall St. Rank hold PM as of Q2 2021.

  • Fiduciary Planning reported no remaining Philip Morris position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 167 Philip Morris shares in Q2 2021, an estimated $15K.
  • Fiduciary Planning first reported a position in Philip Morris in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Philip Morris position peaked at $15K in Q1 2021.
  • 1,857 funds tracked by Wall St. Rank held Philip Morris as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.