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Ironwood Financial’s Philip Morris PM Stock Holding History

Ironwood Financial’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
-54
Closed -$5K – 418
2021
Q3 		$5K Hold
54
– – ﹤0.01% 438
2021
Q2 		$5K Sell
54
-27
-33% -$2.59K ﹤0.01% 434
2021
Q1 		$7K Hold
81
– – ﹤0.01% 384
2020
Q4 		$7K Hold
81
– – ﹤0.01% 354
2020
Q3 		$6K Hold
81
– – ﹤0.01% 312
2020
Q2 		$6K Buy
+81
New +$5.91K ﹤0.01% 297
2015
Q3 		$5K Buy
+62
New +$5.1K ﹤0.01% 267

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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

Ironwood Financial's PM Position: Q4 2021 in Review

Ironwood Financial sold out of Philip Morris (PM) in Q4 2021, closing a stake of 54 shares — an estimated $5K sold.

Ironwood Financial first reported a position in PM in Q3 2015 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

  • Ironwood Financial reported no remaining Philip Morris position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 54 Philip Morris shares in Q4 2021, an estimated $5K.
  • Ironwood Financial first reported a position in Philip Morris in Q3 2015 and held it in 7 quarters.
  • Ironwood Financial's Philip Morris position peaked at $7K in Q1 2021.
  • 1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.