JBJ Investment Partners’s Philip Morris PM Stock Holding History

JBJ Investment Partners’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	-2,080	Closed	-$206K	–	62
2021 Q2	$206K	Sell	2,080 -1,360	-40%	-$130K	0.04%	61
2021 Q1	$305K	Buy	3,440 +9	+0.3%	+$764	0.07%	50
2020 Q4	$284K	Sell	3,431 -906	-21%	-$70.5K	0.06%	52
2020 Q3	$325K	Buy	4,337 +655	+18%	+$50.5K	0.09%	41
2020 Q2	$258K	Buy	3,682 +544	+17%	+$39.7K	0.07%	46
2020 Q1	$229K	Sell	3,138 -615	-16%	-$50.6K	0.08%	40
2019 Q4	$319K	Sell	3,753 -129	-3%	-$10.6K	0.1%	36
2019 Q3	$295K	Buy	3,882 +787	+25%	+$62.4K	0.1%	34
2019 Q2	$243K	Buy	3,095 +533	+21%	+$44K	0.09%	38
2019 Q1	$226K	Buy	+2,562	New	+$206K	0.09%	32

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

JBJ Investment Partners's PM Position: Q3 2021 in Review

JBJ Investment Partners sold out of Philip Morris (PM) in Q3 2021, closing a stake of 2,080 shares — an estimated $206K sold.

JBJ Investment Partners first reported a position in PM in Q1 2019 and held it in 10 quarters. The position peaked at $325K in Q3 2020. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

JBJ Investment Partners reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
JBJ Investment Partners sold 2,080 Philip Morris shares in Q3 2021, an estimated $206K.
JBJ Investment Partners first reported a position in Philip Morris in Q1 2019 and held it in 10 quarters.
JBJ Investment Partners's Philip Morris position peaked at $325K in Q3 2020.
1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on JBJ Investment Partners's 13F filing for Q3 2021, filed 21 Oct 2021.