Quest Capital Management’s Philip Morris PM Stock Holding History

Quest Capital 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 Q4	$222K	Sell	2,341 -35	-1%	-$3.27K	0.04%	290
2021 Q3	$225K	Sell	2,376 -27	-1%	-$2.72K	0.04%	270
2021 Q2	$238K	Sell	2,403 -106	-4%	-$10.2K	0.05%	255
2021 Q1	$223K	Buy	+2,509	New	+$213K	0.05%	244
2020 Q1	–	Sell	-2,396	Closed	-$204K	–	207
2019 Q4	$204K	Sell	2,396 -311	-11%	-$25.6K	0.05%	205
2019 Q3	$206K	Sell	2,707 -266	-9%	-$21.1K	0.05%	202
2019 Q2	$233K	Buy	2,973 +2	+0.1%	+$165	0.06%	182
2019 Q1	$266K	Buy	+2,971	New	+$239K	0.07%	158

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

Quest Capital Management's PM Position: Q4 2021 in Review

Quest Capital Management reduced its Philip Morris (PM) stake by 1.5% in Q4 2021, selling an estimated $3.27K and leaving 2,341 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #290.

Quest Capital Management first reported a position in PM in Q1 2019 and has held it in 8 quarters since. The position peaked at $266K in Q1 2019. 1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

Quest Capital Management held 2,341 shares of Philip Morris worth $222K as of Q4 2021.
Quest Capital Management sold 35 Philip Morris shares in Q4 2021, an estimated $3.27K.
Philip Morris made up 0.04% of Quest Capital Management's portfolio in Q4 2021, its #290 holding.
Quest Capital Management first reported a position in Philip Morris in Q1 2019 and has held it in 8 quarters since.
Quest Capital Management's Philip Morris position peaked at $266K in Q1 2019.
1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.