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Stonebridge Financial Planning Group’s Philip Morris PM Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-800
Closed -$66K – 438
2020
Q4 		$66K Hold
800
– – 0.04% 176
2020
Q3 		$63K Hold
800
– – 0.05% 166
2020
Q2 		$56K Hold
800
– – 0.05% 171
2020
Q1 		$60K Hold
800
– – 0.06% 154
2019
Q4 		$68K Buy
+800
New +$65.9K 0.06% 156

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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

Stonebridge Financial Planning Group's PM Position: Q1 2021 in Review

Stonebridge Financial Planning Group sold out of Philip Morris (PM) in Q1 2021, closing a stake of 800 shares — an estimated $66K sold.

Stonebridge Financial Planning Group first reported a position in PM in Q4 2019 and held it in 5 quarters. The position peaked at $68K in Q4 2019. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

  • Stonebridge Financial Planning Group reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 800 Philip Morris shares in Q1 2021, an estimated $66K.
  • Stonebridge Financial Planning Group first reported a position in Philip Morris in Q4 2019 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's Philip Morris position peaked at $68K in Q4 2019.
  • 1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2021, filed 6 May 2021.