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Sterling Financial Planning’s Philip Morris PM Stock Holding History

Sterling Financial Planning’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
-310
Closed -$29K – 306
2021
Q3 		$29K Hold
310
– – 0.02% 229
2021
Q2 		$31K Hold
310
– – 0.02% 215
2021
Q1 		$28K Hold
310
– – 0.02% 203
2020
Q4 		$26K Buy
+310
New +$24.1K 0.02% 193

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Sterling Financial Planning's PM Position: Q4 2021 in Review

Sterling Financial Planning sold out of Philip Morris (PM) in Q4 2021, closing a stake of 310 shares — an estimated $29K sold.

Sterling Financial Planning first reported a position in PM in Q4 2020 and held it in 4 quarters. The position peaked at $31K in Q2 2021. 1,964 funds tracked by Wall St. Rank hold PM as of Q4 2021.

  • Sterling Financial Planning reported no remaining Philip Morris position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 310 Philip Morris shares in Q4 2021, an estimated $29K.
  • Sterling Financial Planning first reported a position in Philip Morris in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Philip Morris position peaked at $31K in Q2 2021.
  • 1,964 funds tracked by Wall St. Rank held Philip Morris as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.