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Running Point Capital Advisors’s Philip Morris PM Stock Holding History

Running Point Capital 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
-4,285
Closed -$406K – 154
2021
Q3 		$406K Buy
+4,285
New +$431K 0.18% 72

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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

Running Point Capital Advisors's PM Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Philip Morris (PM) in Q4 2021, closing a stake of 4,285 shares — an estimated $406K sold.

Running Point Capital Advisors first reported a position in PM in Q3 2021 and held it in 1 quarter. The position peaked at $406K in Q3 2021. 1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

  • Running Point Capital Advisors reported no remaining Philip Morris position as of Q4 2021 after selling out during the quarter.
  • Running Point Capital Advisors sold 4,285 Philip Morris shares in Q4 2021, an estimated $406K.
  • Running Point Capital Advisors first reported a position in Philip Morris in Q3 2021 and held it in 1 quarter.
  • Running Point Capital Advisors's Philip Morris position peaked at $406K in Q3 2021.
  • 1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.