Palisades Hudson Asset Management’s Philip Morris PM Stock Holding History

Palisades Hudson Asset 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
2021 Q1	–	Sell	-2,531	Closed	-$210K	–	111
2020 Q4	$210K	Buy	+2,531	New	+$197K	0.11%	101
2020 Q1	–	Sell	-2,918	Closed	-$248K	–	101
2019 Q4	$248K	Hold	2,918	–	–	0.16%	88
2019 Q3	$222K	Hold	2,918	–	–	0.15%	88
2019 Q2	$229K	Hold	2,918	–	–	0.16%	86
2019 Q1	$258K	Sell	2,918 -860	-23%	-$69.3K	0.17%	81
2018 Q4	$252K	Sell	3,778 -239	-6%	-$20K	0.15%	90
2018 Q3	$328K	Hold	4,017	–	–	0.17%	81
2018 Q2	$324K	Buy	4,017 +239	+6%	+$20.3K	0.17%	80
2018 Q1	$376K	Hold	3,778	–	–	0.2%	64
2017 Q4	$399K	Hold	3,778	–	–	0.22%	61
2017 Q3	$419K	Hold	3,778	–	–	0.24%	52
2017 Q2	$444K	Hold	3,778	–	–	0.26%	46
2017 Q1	$427K	Hold	3,778	–	–	0.27%	41
2016 Q4	$346K	Hold	3,778	–	–	0.21%	56
2016 Q3	$367K	Hold	3,778	–	–	0.28%	45
2016 Q2	$384K	Hold	3,778	–	–	0.31%	41
2016 Q1	$371K	Hold	3,778	–	–	0.29%	47
2015 Q4	$332K	Hold	3,778	–	–	0.28%	53
2015 Q3	$300K	Hold	3,778	–	–	0.27%	56
2015 Q2	$303K	Sell	3,778 -378	-9%	-$31.1K	0.26%	58
2015 Q1	$313K	Hold	4,156	–	–	0.24%	61
2014 Q4	$339K	Hold	4,156	–	–	0.27%	58
2014 Q3	$347K	Hold	4,156	–	–	0.28%	48
2014 Q2	$350K	Hold	4,156	–	–	0.29%	38
2014 Q1	$340K	Hold	4,156	–	–	0.29%	37
2013 Q4	$362K	Hold	4,156	–	–	0.3%	34
2013 Q3	$360K	Sell	4,156 -113	-3%	-$9.88K	0.32%	30
2013 Q2	$370K	Buy	+4,269	New	+$397K	0.35%	30

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palisades Hudson Asset Management's PM Position: Q1 2021 in Review

Palisades Hudson Asset Management sold out of Philip Morris (PM) in Q1 2021, closing a stake of 2,531 shares — an estimated $210K sold.

Palisades Hudson Asset Management first reported a position in PM in Q2 2013 and held it in 28 quarters. The position peaked at $444K in Q2 2017. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

Palisades Hudson Asset Management reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
Palisades Hudson Asset Management sold 2,531 Philip Morris shares in Q1 2021, an estimated $210K.
Palisades Hudson Asset Management first reported a position in Philip Morris in Q2 2013 and held it in 28 quarters.
Palisades Hudson Asset Management's Philip Morris position peaked at $444K in Q2 2017.
1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2021, filed 10 May 2021.