Guidance Point Advisors’s Philip Morris PM Stock Holding History

Guidance Point Advisors’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 Q4	–	Sell	-77	Closed	-$7K	–	323
2021 Q3	$7K	Buy	+77	New	+$7.75K	﹤0.01%	298

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

Guidance Point Advisors's PM Position: Q4 2021 in Review

Guidance Point Advisors sold out of Philip Morris (PM) in Q4 2021, closing a stake of 77 shares — an estimated $7K sold.

Guidance Point Advisors first reported a position in PM in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

Guidance Point Advisors reported no remaining Philip Morris position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 77 Philip Morris shares in Q4 2021, an estimated $7K.
Guidance Point Advisors first reported a position in Philip Morris in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Philip Morris position peaked at $7K in Q3 2021.
1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.