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Jeppson Wealth Management’s Philip Morris PM Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-440
Closed -$33K – 360
2020
Q3 		$33K Buy
+440
New +$33.9K 0.03% 271

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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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
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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jeppson Wealth Management's PM Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Philip Morris (PM) in Q4 2020, closing a stake of 440 shares — an estimated $33K sold.

Jeppson Wealth Management first reported a position in PM in Q3 2020 and held it in 1 quarter. The position peaked at $33K in Q3 2020. 1,807 funds tracked by Wall St. Rank hold PM as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Philip Morris position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 440 Philip Morris shares in Q4 2020, an estimated $33K.
  • Jeppson Wealth Management first reported a position in Philip Morris in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Philip Morris position peaked at $33K in Q3 2020.
  • 1,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.