River Wealth Advisors’s Philip Morris PM Stock Holding History

River Wealth 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 Q4	–	Sell	-2,223	Closed	-$211K	–	225
2021 Q3	$211K	Buy	+2,223	New	+$224K	0.04%	213
2021 Q2	–	Sell	-3,561	Closed	-$316K	–	217
2021 Q1	$316K	Buy	3,561 +313	+10%	+$26.6K	0.06%	177
2020 Q4	$269K	Sell	3,248 -239	-7%	-$18.6K	0.06%	182
2020 Q3	$261K	Buy	+3,487	New	+$269K	0.07%	172
2019 Q2	–	Sell	-2,278	Closed	-$201K	–	163
2019 Q1	$201K	Sell	2,278 -563	-20%	-$45.3K	0.08%	152
2018 Q4	$190K	Sell	2,841 -293	-9%	-$24.5K	0.08%	153
2018 Q3	$256K	Buy	3,134 +31	+1%	+$2.54K	0.09%	150
2018 Q2	$251K	Sell	3,103 -377	-11%	-$32K	0.1%	150
2018 Q1	$346K	Sell	3,480 -288	-8%	-$30K	0.15%	131
2017 Q4	$398K	Buy	3,768 +106	+3%	+$11.3K	0.17%	127
2017 Q3	$407K	Buy	3,662 +77	+2%	+$8.96K	0.18%	123
2017 Q2	$421K	Buy	3,585 +3	+0.1%	+$347	0.2%	121
2017 Q1	$404K	Buy	3,582 +4	+0.1%	+$413	0.2%	122
2016 Q4	$327K	Sell	3,578 -97	-3%	-$8.99K	0.17%	130
2016 Q3	$357K	Sell	3,675 -258	-7%	-$25.8K	0.2%	123
2016 Q2	$400K	Sell	3,933 -308	-7%	-$30.7K	0.23%	115
2016 Q1	$416K	Buy	4,241 +131	+3%	+$12K	0.25%	112
2015 Q4	$361K	Buy	4,110 +365	+10%	+$31.7K	0.23%	114
2015 Q3	$297K	Buy	3,745 +214	+6%	+$17.6K	0.2%	118
2015 Q2	$283K	Sell	3,531 -1,392	-28%	-$115K	0.18%	121
2015 Q1	$371K	Buy	+4,923	New	+$400K	0.23%	112

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

River Wealth Advisors's PM Position: Q4 2021 in Review

River Wealth Advisors sold out of Philip Morris (PM) in Q4 2021, closing a stake of 2,223 shares — an estimated $211K sold.

River Wealth Advisors first reported a position in PM in Q1 2015 and held it in 21 quarters. The position peaked at $421K in Q2 2017. 1,965 funds tracked by Wall St. Rank hold PM as of Q4 2021.

River Wealth Advisors reported no remaining Philip Morris position as of Q4 2021 after selling out during the quarter.
River Wealth Advisors sold 2,223 Philip Morris shares in Q4 2021, an estimated $211K.
River Wealth Advisors first reported a position in Philip Morris in Q1 2015 and held it in 21 quarters.
River Wealth Advisors's Philip Morris position peaked at $421K in Q2 2017.
1,965 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on River Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.