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Financial Planners of Cleveland’s Philip Morris PM Stock Holding History

Financial Planners of Cleveland’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
2022
Q1 		– Sell
-2,078
Closed -$212K – 89
2021
Q4 		$212K Buy
+2,078
New +$194K 0.09% 82

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Financial Planners of Cleveland's PM Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Philip Morris (PM) in Q1 2022, closing a stake of 2,078 shares — an estimated $212K sold.

Financial Planners of Cleveland first reported a position in PM in Q4 2021 and held it in 1 quarter. The position peaked at $212K in Q4 2021. 1,984 funds tracked by Wall St. Rank hold PM as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Philip Morris position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 2,078 Philip Morris shares in Q1 2022, an estimated $212K.
  • Financial Planners of Cleveland first reported a position in Philip Morris in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Philip Morris position peaked at $212K in Q4 2021.
  • 1,984 funds tracked by Wall St. Rank held Philip Morris as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.