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HC Financial Advisors’s Philip Morris PM Stock Holding History

HC Financial 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
Q3 		– Sell
-50
Closed -$5K – 354
2021
Q2 		$5K Hold
50
– – ﹤0.01% 289
2021
Q1 		$4K Hold
50
– – ﹤0.01% 306
2020
Q4 		$4K Sell
50
-338
-87% -$26.3K ﹤0.01% 312
2020
Q3 		$29K Hold
388
– – 0.02% 160
2020
Q2 		$27K Hold
388
– – 0.02% 158
2020
Q1 		$28K Buy
+388
New +$31.9K 0.03% 145

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
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

HC Financial Advisors's PM Position: Q3 2021 in Review

HC Financial Advisors sold out of Philip Morris (PM) in Q3 2021, closing a stake of 50 shares — an estimated $5K sold.

HC Financial Advisors first reported a position in PM in Q1 2020 and held it in 6 quarters. The position peaked at $29K in Q3 2020. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • HC Financial Advisors reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 50 Philip Morris shares in Q3 2021, an estimated $5K.
  • HC Financial Advisors first reported a position in Philip Morris in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's Philip Morris position peaked at $29K in Q3 2020.
  • 1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.