FWM
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ForthRight Wealth Management’s Philip Morris PM Stock Holding History

ForthRight 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
Q1 		– Sell
-1,335
Closed -$111K – 148
2020
Q4 		$111K Buy
+1,335
New +$104K 0.09% 45

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ForthRight Wealth Management's PM Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Philip Morris (PM) in Q1 2021, closing a stake of 1,335 shares — an estimated $111K sold.

ForthRight Wealth Management first reported a position in PM in Q4 2020 and held it in 1 quarter. The position peaked at $111K in Q4 2020. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,335 Philip Morris shares in Q1 2021, an estimated $111K.
  • ForthRight Wealth Management first reported a position in Philip Morris in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Philip Morris position peaked at $111K in Q4 2020.
  • 1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.