Squar Milner Financial Services’s Philip Morris PM Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-7,220	Closed	-$506K	–	146
2020 Q2	$506K	Buy	7,220 +1,768	+32%	+$129K	0.29%	95
2020 Q1	$397K	Buy	5,452 +1,018	+23%	+$83.8K	0.24%	91
2019 Q4	$377K	Sell	4,434 -3,148	-42%	-$259K	0.19%	117
2019 Q3	$569K	Buy	7,582 +5,000	+194%	+$396K	0.29%	91
2019 Q2	$203K	Buy	2,582 +161	+7%	+$13.3K	0.14%	161
2019 Q1	$213K	Buy	2,421 +97	+4%	+$7.81K	0.16%	157
2018 Q4	$155K	Hold	2,324	–	–	0.15%	165
2018 Q3	$189K	Sell	2,324 -625	-21%	-$51.3K	0.17%	161
2018 Q2	$238K	Hold	2,949	–	–	0.21%	131
2018 Q1	$293K	Buy	2,949 +14	+0.5%	+$1.46K	0.37%	99
2017 Q4	$319K	Buy	+2,935	New	+$313K	0.39%	94

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Squar Milner Financial Services's PM Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Philip Morris (PM) in Q3 2020, closing a stake of 7,220 shares — an estimated $506K sold.

Squar Milner Financial Services first reported a position in PM in Q4 2017 and held it in 11 quarters. The position peaked at $569K in Q3 2019. 1,679 funds tracked by Wall St. Rank hold PM as of Q3 2020.

Squar Milner Financial Services reported no remaining Philip Morris position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 7,220 Philip Morris shares in Q3 2020, an estimated $506K.
Squar Milner Financial Services first reported a position in Philip Morris in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Philip Morris position peaked at $569K in Q3 2019.
1,679 funds tracked by Wall St. Rank held Philip Morris as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.