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Harvest Group Wealth Management’s Philip Morris PM Stock Holding History

Harvest Group 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
-6,984
Closed -$578K – 521
2020
Q4 		$578K Buy
6,984
+202
+3% +$15.7K 0.35% 19
2020
Q3 		$509K Buy
6,782
+24
+0.4% +$1.85K 0.35% 19
2020
Q2 		$473K Sell
6,758
-147
-2% -$10.7K 0.4% 20
2020
Q1 		$503K Buy
6,905
+457
+7% +$37.6K 0.51% 21
2019
Q4 		$548K Sell
6,448
-1,332
-17% -$110K 0.48% 18
2019
Q3 		$591K Sell
7,780
-11
-0.1% -$872 0.73% 14
2019
Q2 		$611K Buy
7,791
+7
+0.1% +$578 0.79% 14
2019
Q1 		$688K Buy
7,784
+9
+0.1% +$725 0.63% 22
2018
Q4 		$519K Buy
7,775
+2,051
+36% +$171K 0.67% 18
2018
Q3 		$467K Hold
5,724
– – 0.33% 21
2018
Q2 		$462K Sell
5,724
-2,031
-26% -$172K 0.32% 27
2018
Q1 		$771K Buy
7,755
+6
+0.1% +$625 0.52% 24
2017
Q4 		$819K Buy
+7,749
New +$826K 0.5% 26

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
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

Harvest Group Wealth Management's PM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Philip Morris (PM) in Q1 2021, closing a stake of 6,984 shares — an estimated $578K sold.

Harvest Group Wealth Management first reported a position in PM in Q4 2017 and held it in 13 quarters. The position peaked at $819K in Q4 2017. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6,984 Philip Morris shares in Q1 2021, an estimated $578K.
  • Harvest Group Wealth Management first reported a position in Philip Morris in Q4 2017 and held it in 13 quarters.
  • Harvest Group Wealth Management's Philip Morris position peaked at $819K in Q4 2017.
  • 1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.