Strategic Wealth Management Group’s Philip Morris PM Stock Holding History

Strategic Wealth Management 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 Q2	–	Sell	-4,415	Closed	-$392K	–	132
2021 Q1	$392K	Buy	4,415 +1,700	+63%	+$144K	0.15%	83
2020 Q4	$225K	Sell	2,715 -191	-7%	-$14.9K	0.1%	113
2020 Q3	$218K	Buy	+2,906	New	+$224K	0.11%	106
2020 Q2	–	Sell	-2,794	Closed	-$204K	–	100
2020 Q1	$204K	Sell	2,794 -94	-3%	-$7.74K	0.15%	77
2019 Q4	$246K	Buy	2,888 +171	+6%	+$14.1K	0.16%	76
2019 Q3	$206K	Sell	2,717 -130	-5%	-$10.3K	0.15%	81
2019 Q2	$224K	Buy	2,847 +250	+10%	+$20.7K	0.17%	74
2019 Q1	$230K	Sell	2,597 -823	-24%	-$66.3K	0.19%	69
2018 Q4	$228K	Buy	+3,420	New	+$286K	0.22%	67

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

Strategic Wealth Management Group's PM Position: Q2 2021 in Review

Strategic Wealth Management Group sold out of Philip Morris (PM) in Q2 2021, closing a stake of 4,415 shares — an estimated $392K sold.

Strategic Wealth Management Group first reported a position in PM in Q4 2018 and held it in 9 quarters. The position peaked at $392K in Q1 2021. 1,857 funds tracked by Wall St. Rank hold PM as of Q2 2021.

Strategic Wealth Management Group reported no remaining Philip Morris position as of Q2 2021 after selling out during the quarter.
Strategic Wealth Management Group sold 4,415 Philip Morris shares in Q2 2021, an estimated $392K.
Strategic Wealth Management Group first reported a position in Philip Morris in Q4 2018 and held it in 9 quarters.
Strategic Wealth Management Group's Philip Morris position peaked at $392K in Q1 2021.
1,857 funds tracked by Wall St. Rank held Philip Morris as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.