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Legacy Wealth Planning’s Philip Morris PM Stock Holding History

Legacy Wealth Planning’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
-2,814
Closed -$267K – 103
2021
Q3 		$267K Hold
2,814
– – 0.3% 75
2021
Q2 		$279K Sell
2,814
-25
-0.9% -$2.4K 0.32% 71
2021
Q1 		$252K Buy
2,839
+100
+4% +$8.49K 0.32% 67
2020
Q4 		$227K Buy
2,739
+50
+2% +$3.89K 0.29% 72
2020
Q3 		$202K Buy
+2,689
New +$207K 0.23% 72
2020
Q2 		– Sell
-2,805
Closed -$205K – 85
2020
Q1 		$205K Buy
2,805
+25
+0.9% +$2.06K 0.33% 64
2019
Q4 		$237K Buy
+2,780
New +$229K 0.27% 64

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
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

Legacy Wealth Planning's PM Position: Q4 2021 in Review

Legacy Wealth Planning sold out of Philip Morris (PM) in Q4 2021, closing a stake of 2,814 shares — an estimated $267K sold.

Legacy Wealth Planning first reported a position in PM in Q4 2019 and held it in 7 quarters. The position peaked at $279K in Q2 2021. 1,965 funds tracked by Wall St. Rank hold PM as of Q4 2021.

  • Legacy Wealth Planning reported no remaining Philip Morris position as of Q4 2021 after selling out during the quarter.
  • Legacy Wealth Planning sold 2,814 Philip Morris shares in Q4 2021, an estimated $267K.
  • Legacy Wealth Planning first reported a position in Philip Morris in Q4 2019 and held it in 7 quarters.
  • Legacy Wealth Planning's Philip Morris position peaked at $279K in Q2 2021.
  • 1,965 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Legacy Wealth Planning's 13F filing for Q4 2021, filed 14 Feb 2022.