Regal Wealth Group’s Philip Morris PM Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-120	Closed	-$11K	–	196
2021 Q1	$11K	Hold	120	–	–	0.01%	175
2020 Q4	$10K	Hold	120	–	–	0.01%	161
2020 Q3	$9K	Hold	120	–	–	0.01%	151
2020 Q2	$8K	Hold	120	–	–	0.01%	151
2020 Q1	$9K	Hold	120	–	–	0.01%	128
2019 Q4	$10K	Hold	120	–	–	0.01%	155
2019 Q3	$9K	Hold	120	–	–	0.01%	132
2019 Q2	$9K	Hold	120	–	–	0.01%	128
2019 Q1	$11K	Hold	120	–	–	0.01%	116
2018 Q4	$8K	Hold	120	–	–	0.01%	121
2018 Q3	$10K	Hold	120	–	–	0.01%	120
2018 Q2	$10K	Hold	120	–	–	0.01%	128
2018 Q1	$12K	Hold	120	–	–	0.01%	125
2017 Q4	$13K	Hold	120	–	–	0.01%	118
2017 Q3	$13K	Hold	120	–	–	0.01%	112
2017 Q2	$14K	Hold	120	–	–	0.01%	112
2017 Q1	$14K	Hold	120	–	–	0.01%	111
2016 Q4	$11K	Hold	120	–	–	0.01%	115
2016 Q3	$12K	Hold	120	–	–	0.01%	116
2016 Q2	$12K	Hold	120	–	–	0.01%	113
2016 Q1	$12K	Hold	120	–	–	0.01%	116
2015 Q4	$11K	Buy	+120	New	+$10.4K	0.01%	118

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

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

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

Regal Wealth Group's PM Position: Q2 2021 in Review

Regal Wealth Group sold out of Philip Morris (PM) in Q2 2021, closing a stake of 120 shares — an estimated $11K sold.

Regal Wealth Group first reported a position in PM in Q4 2015 and held it in 22 quarters. The position peaked at $14K in Q2 2017. 1,857 funds tracked by Wall St. Rank hold PM as of Q2 2021.

Regal Wealth Group reported no remaining Philip Morris position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 120 Philip Morris shares in Q2 2021, an estimated $11K.
Regal Wealth Group first reported a position in Philip Morris in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's Philip Morris position peaked at $14K in Q2 2017.
1,857 funds tracked by Wall St. Rank held Philip Morris as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.