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Mountain Capital Investment Advisors’s Philip Morris PM Stock Holding History

Mountain Capital Investment Advisors’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
2024
Q1 		– Sell
-8,990
Closed -$866K – 67
2023
Q4 		$866K Sell
8,990
-69
-0.8% -$6.36K 0.29% 27
2023
Q3 		$813K Sell
9,059
-8,365
-48% -$805K 0.3% 28
2023
Q2 		$1.7M Sell
17,424
-5,400
-24% -$516K 0.64% 24
2023
Q1 		$2.28M Sell
22,824
-96
-0.4% -$9.57K 1% 24
2022
Q4 		$2.34M Buy
22,920
+7,511
+49% +$709K 1.07% 26
2022
Q3 		$1.33M Buy
15,409
+757
+5% +$72.2K 0.7% 51
2022
Q2 		$1.39M Sell
14,652
-55
-0.4% -$5.61K 0.7% 45
2022
Q1 		$1.49M Sell
14,707
-317
-2% -$31.7K 0.7% 51
2021
Q4 		$1.52M Buy
15,024
+3,376
+29% +$316K 0.69% 50
2021
Q3 		$1.11M Sell
11,648
-131
-1% -$13.2K 0.59% 63
2021
Q2 		$1.16M Sell
11,779
-1,763
-13% -$169K 0.53% 54
2021
Q1 		$1.23M Buy
13,542
+2,147
+19% +$182K 0.62% 53
2020
Q4 		$938K Sell
11,395
-1,976
-15% -$154K 0.57% 57
2020
Q3 		$1.06M Buy
+13,371
New +$1.03M 0.69% 57
2017
Q4 		– Sell
-1,235
Closed -$137K – 326
2017
Q3 		$137K Hold
1,235
– – 0.12% 45
2017
Q2 		$145K Buy
+1,235
New +$143K 0.14% 46

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mountain Capital Investment Advisors's PM Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Philip Morris (PM) in Q1 2024, closing a stake of 8,990 shares — an estimated $866K sold.

Mountain Capital Investment Advisors first reported a position in PM in Q2 2017 and held it in 16 quarters. The position peaked at $2.34M in Q4 2022. 2,152 funds tracked by Wall St. Rank hold PM as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Philip Morris position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 8,990 Philip Morris shares in Q1 2024, an estimated $866K.
  • Mountain Capital Investment Advisors first reported a position in Philip Morris in Q2 2017 and held it in 16 quarters.
  • Mountain Capital Investment Advisors's Philip Morris position peaked at $2.34M in Q4 2022.
  • 2,152 funds tracked by Wall St. Rank held Philip Morris as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.