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Investors Financial Group’s Philip Morris PM Stock Holding History

Investors Financial Group’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
-2,134
Closed -$212K – 207
2021
Q2 		$212K Sell
2,134
-158
-7% -$15.2K 0.11% 186
2021
Q1 		$203K Buy
+2,292
New +$195K 0.12% 179

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

Investors Financial Group's PM Position: Q3 2021 in Review

Investors Financial Group sold out of Philip Morris (PM) in Q3 2021, closing a stake of 2,134 shares — an estimated $212K sold.

Investors Financial Group first reported a position in PM in Q1 2021 and held it in 2 quarters. The position peaked at $212K in Q2 2021. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • Investors Financial Group reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
  • Investors Financial Group sold 2,134 Philip Morris shares in Q3 2021, an estimated $212K.
  • Investors Financial Group first reported a position in Philip Morris in Q1 2021 and held it in 2 quarters.
  • Investors Financial Group's Philip Morris position peaked at $212K in Q2 2021.
  • 1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Investors Financial Group's 13F filing for Q3 2021, filed 21 Oct 2021.