Standard Family Office’s Philip Morris PM Stock Holding History

Standard Family Office’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 Q3	–	Sell	-2,372	Closed	-$235K	–	402
2021 Q2	$235K	Buy	2,372 +338	+17%	+$32.4K	0.05%	133
2021 Q1	$180K	Hold	2,034	–	–	0.04%	134
2020 Q4	$168K	Buy	+2,034	New	+$158K	0.04%	135

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

Standard Family Office's PM Position: Q3 2021 in Review

Standard Family Office sold out of Philip Morris (PM) in Q3 2021, closing a stake of 2,372 shares — an estimated $235K sold.

Standard Family Office first reported a position in PM in Q4 2020 and held it in 3 quarters. The position peaked at $235K in Q2 2021. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

Standard Family Office reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
Standard Family Office sold 2,372 Philip Morris shares in Q3 2021, an estimated $235K.
Standard Family Office first reported a position in Philip Morris in Q4 2020 and held it in 3 quarters.
Standard Family Office's Philip Morris position peaked at $235K in Q2 2021.
1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.