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Monumental Financial Group’s Philip Morris PM Stock Holding History

Monumental 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
-300
Closed -$30K – 75
2021
Q2 		$30K Buy
+300
New +$28.8K 0.03% 54

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Monumental Financial Group sold out of Philip Morris (PM) in Q3 2021, closing a stake of 300 shares — an estimated $30K sold.

Monumental Financial Group first reported a position in PM in Q2 2021 and held it in 1 quarter. The position peaked at $30K in Q2 2021. 1,849 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • Monumental Financial Group reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 300 Philip Morris shares in Q3 2021, an estimated $30K.
  • Monumental Financial Group first reported a position in Philip Morris in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's Philip Morris position peaked at $30K in Q2 2021.
  • 1,849 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.