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Filbrandt Wealth Management’s Philip Morris PM Stock Holding History

Filbrandt Wealth Management’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
Q3 		$2K Buy
+24
New +$2.41K ﹤0.01% 188
2020
Q3 		– Sell
-5
Closed – – 300
2020
Q2 		$0 Buy
+5
New +$365 ﹤0.01% 438

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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

Filbrandt Wealth Management's PM Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Philip Morris (PM) in Q3 2021: 24 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in PM as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in PM in Q2 2020 and has held it in 2 quarters since. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • Filbrandt Wealth Management held 24 shares of Philip Morris worth $2K as of Q3 2021.
  • Philip Morris was a new Filbrandt Wealth Management position in Q3 2021.
  • Philip Morris made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #188 holding.
  • Filbrandt Wealth Management first reported a position in Philip Morris in Q2 2020 and has held it in 2 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.