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Point View Wealth Management’s Philip Morris PM Stock Holding History

Point View 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 		$678K Buy
8,188
+8
+0.1% +$623 0.28% 120
2020
Q3 		$613K Buy
8,180
+659
+9% +$50.8K 0.29% 112
2020
Q2 		$527K Buy
7,521
+304
+4% +$22.2K 0.25% 127
2020
Q1 		$527K Sell
7,217
-479
-6% -$39.4K 0.29% 113
2019
Q4 		$655K Sell
7,696
-154
-2% -$12.7K 0.27% 125
2019
Q3 		$596K Sell
7,850
-1,739
-18% -$138K 0.27% 122
2019
Q2 		$753K Buy
9,589
+757
+9% +$62.5K 0.32% 104
2019
Q1 		$781K Sell
8,832
-833
-9% -$67.1K 0.35% 103
2018
Q4 		$645K Sell
9,665
-637
-6% -$53.2K 0.33% 110
2018
Q3 		$840K Sell
10,302
-272
-3% -$22.3K 0.37% 90
2018
Q2 		$854K Buy
10,574
+90
+0.9% +$7.64K 0.4% 85
2018
Q1 		$1.04M Buy
10,484
+87
+0.8% +$9.06K 0.5% 61
2017
Q4 		$1.1M Sell
10,397
-278
-3% -$29.6K 0.52% 60
2017
Q3 		$1.19M Sell
10,675
-17
-0.2% -$1.98K 0.57% 57
2017
Q2 		$1.26M Sell
10,692
-50
-0.5% -$5.79K 0.62% 49
2017
Q1 		$1.21M Buy
10,742
+238
+2% +$24.6K 0.63% 51
2016
Q4 		$961K Sell
10,504
-226
-2% -$20.9K 0.55% 57
2016
Q3 		$1.04M Sell
10,730
-204
-2% -$20.4K 0.62% 45
2016
Q2 		$1.11M Buy
10,934
+475
+5% +$47.4K 0.67% 40
2016
Q1 		$1.03M Sell
10,459
-138
-1% -$12.7K 0.66% 41
2015
Q4 		$932K Buy
10,597
+179
+2% +$15.5K 0.67% 43
2015
Q3 		$826K Buy
10,418
+1,905
+22% +$157K 0.66% 51
2015
Q2 		$683K Buy
8,513
+1,875
+28% +$154K 0.53% 67
2015
Q1 		$500K Buy
6,638
+1,806
+37% +$147K 0.39% 95
2014
Q4 		$394K Buy
4,832
+1,371
+40% +$118K 0.29% 112
2014
Q3 		$289K Buy
3,461
+260
+8% +$22K 0.25% 136
2014
Q2 		$270K Sell
3,201
-1,487
-32% -$128K 0.23% 142
2014
Q1 		$384K Hold
4,688
– – 0.35% 102
2013
Q4 		$408K Buy
+4,688
New +$409K 0.39% 91

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point View Wealth Management's PM Position: Q4 2020 in Review

Point View Wealth Management increased its Philip Morris (PM) stake by 0.1% in Q4 2020, buying an estimated $623 and bringing the position to 8,188 shares worth $678K. The position accounts for 0.28% of the portfolio, ranked #120.

Point View Wealth Management first reported a position in PM in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.26M in Q2 2017. 1,808 funds tracked by Wall St. Rank hold PM as of Q4 2020.

  • Point View Wealth Management held 8,188 shares of Philip Morris worth $678K as of Q4 2020.
  • Point View Wealth Management bought 8 Philip Morris shares in Q4 2020, an estimated $623.
  • Philip Morris made up 0.28% of Point View Wealth Management's portfolio in Q4 2020, its #120 holding.
  • Point View Wealth Management first reported a position in Philip Morris in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Philip Morris position peaked at $1.26M in Q2 2017.
  • 1,808 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.