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Rational Advisors’s Philip Morris PM Stock Holding History

Rational 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
2021
Q1 		– Sell
-1,178
Closed -$98K – 219
2020
Q4 		$98K Buy
1,178
+1,159
+6,100% +$90.2K 0.03% 172
2020
Q3 		$1K Sell
19
-763
-98% -$58.9K ﹤0.01% 552
2020
Q2 		$55K Buy
+782
New +$57K 0.03% 181
2020
Q1 		– Sell
-694
Closed -$59K – 429
2019
Q4 		$59K Buy
694
+608
+707% +$50.1K 0.03% 339
2019
Q3 		$7K Buy
86
+50
+139% +$3.96K ﹤0.01% 516
2019
Q2 		$3K Sell
36
-179
-83% -$14.8K ﹤0.01% 535
2019
Q1 		$19K Buy
215
+18
+9% +$1.45K 0.01% 393
2018
Q4 		$13K Buy
197
+156
+380% +$13K ﹤0.01% 376
2018
Q3 		$3K Sell
41
-94
-70% -$7.72K ﹤0.01% 452
2018
Q2 		$11K Sell
135
-4,065
-97% -$345K 0.01% 358
2018
Q1 		$418K Sell
4,200
-4,000
-49% -$417K 0.2% 156
2017
Q4 		$867K Buy
8,200
+1,700
+26% +$181K 0.45% 86
2017
Q3 		$722K Sell
6,500
-3,000
-32% -$349K 0.39% 82
2017
Q2 		$1.11M Buy
9,500
+6,500
+217% +$753K 0.69% 42
2017
Q1 		$339K Sell
3,000
-9,000
-75% -$929K 0.22% 103
2016
Q4 		$1.1M Sell
12,000
-3,300
-22% -$306K 1.05% 52
2016
Q3 		$1.49M Buy
+15,300
New +$1.53M 0.98% 43
2015
Q1 		– Sell
-26,540
Closed -$2.16M – 526
2014
Q4 		$2.16M Buy
+26,540
New +$2.28M 0.43% 80
2013
Q4 		$1.57M Sell
18,010
-54
-0.3% -$4.72K 0.13% 235
2013
Q3 		$1.56M Sell
18,064
-800
-4% -$69.9K 0.12% 268
2013
Q2 		$1.63M Buy
+18,864
New +$1.75M 0.14% 251

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rational Advisors's PM Position: Q1 2021 in Review

Rational Advisors sold out of Philip Morris (PM) in Q1 2021, closing a stake of 1,178 shares — an estimated $98K sold.

Rational Advisors first reported a position in PM in Q2 2013 and held it in 21 quarters. The position peaked at $2.16M in Q4 2014. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

  • Rational Advisors reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
  • Rational Advisors sold 1,178 Philip Morris shares in Q1 2021, an estimated $98K.
  • Rational Advisors first reported a position in Philip Morris in Q2 2013 and held it in 21 quarters.
  • Rational Advisors's Philip Morris position peaked at $2.16M in Q4 2014.
  • 1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Rational Advisors's 13F filing for Q1 2021, filed 10 May 2021.