Hoover Financial Advisors’s Philip Morris PM Stock Holding History

Hoover 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 Q2	$277K	Sell	2,791 -326	-10%	-$31.3K	0.05%	103
2021 Q1	$303K	Buy	3,117 +26	+0.8%	+$2.21K	0.06%	88
2020 Q4	$251K	Hold	3,091	–	–	0.06%	92
2020 Q3	$232K	Hold	3,091	–	–	0.08%	89
2020 Q2	$217K	Hold	3,091	–	–	0.08%	84
2020 Q1	$226K	Hold	3,091	–	–	0.13%	70
2019 Q4	$263K	Buy	3,091 +400	+15%	+$33K	0.13%	75
2019 Q3	$204K	Hold	2,691	–	–	0.18%	56
2019 Q2	$211K	Sell	2,691 -900	-25%	-$74.3K	0.19%	57
2019 Q1	$317K	Sell	3,591 -167	-4%	-$13.4K	0.3%	41
2018 Q4	$251K	Buy	+3,758	New	+$314K	0.28%	48

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hoover Financial Advisors's PM Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Philip Morris (PM) stake by 10% in Q2 2021, selling an estimated $31.3K and leaving 2,791 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #103.

Hoover Financial Advisors first reported a position in PM in Q4 2018 and has held it in 11 quarters since. The position peaked at $317K in Q1 2019. 1,857 funds tracked by Wall St. Rank hold PM as of Q2 2021.

Hoover Financial Advisors held 2,791 shares of Philip Morris worth $277K as of Q2 2021.
Hoover Financial Advisors sold 326 Philip Morris shares in Q2 2021, an estimated $31.3K.
Philip Morris made up 0.05% of Hoover Financial Advisors's portfolio in Q2 2021, its #103 holding.
Hoover Financial Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's Philip Morris position peaked at $317K in Q1 2019.
1,857 funds tracked by Wall St. Rank held Philip Morris as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.