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SVA Wealth Management’s Philip Morris PM Stock Holding History

SVA Wealth Management’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
Q4 		$657K Buy
7,933
+6
+0.1% +$467 0.06% 143
2020
Q3 		$594K Sell
7,927
-245
-3% -$18.9K 0.06% 138
2020
Q2 		$572K Sell
8,172
-100
-1% -$7.29K 0.06% 140
2020
Q1 		$603K Sell
8,272
-302
-4% -$24.9K 0.07% 133
2019
Q4 		$730K Sell
8,574
-918
-10% -$75.7K 0.07% 132
2019
Q3 		$721K Buy
9,492
+2,000
+27% +$158K 0.07% 129
2019
Q2 		$588K Sell
7,492
-100
-1% -$8.26K 0.06% 141
2019
Q1 		$671K Sell
7,592
-367
-5% -$29.6K 0.06% 140
2018
Q4 		$531K Sell
7,959
-317
-4% -$26.5K 0.06% 144
2018
Q3 		$675K Sell
8,276
-1,137
-12% -$93.3K 0.07% 138
2018
Q2 		$760K Sell
9,413
-4,611
-33% -$391K 0.08% 131
2018
Q1 		$1.56M Buy
14,024
+1,635
+13% +$170K 0.19% 102
2017
Q4 		$1.31M Sell
12,389
-1,635
-12% -$174K 0.15% 111
2017
Q3 		$1.56M Buy
14,024
+746
+6% +$86.8K 0.19% 102
2017
Q2 		$1.56M Sell
13,278
-479
-3% -$55.5K 0.2% 97
2017
Q1 		$1.55M Sell
13,757
-15,749
-53% -$1.62M 0.21% 94
2016
Q4 		$2.7M Sell
29,506
-1,153
-4% -$107K 0.4% 71
2016
Q3 		$2.98M Buy
30,659
+84
+0.3% +$8.41K 0.46% 67
2016
Q2 		$3.11M Sell
30,575
-1,788
-6% -$178K 0.5% 63
2016
Q1 		$3.17M Buy
32,363
+1,101
+4% +$101K 0.53% 58
2015
Q4 		$2.75M Buy
31,262
+136
+0.4% +$11.8K 0.48% 68
2015
Q3 		$2.47M Buy
31,126
+2,668
+9% +$220K 0.46% 70
2015
Q2 		$2.28M Buy
28,458
+2,119
+8% +$174K 0.42% 71
2015
Q1 		$1.98M Buy
26,339
+12,534
+91% +$1.02M 0.36% 78
2014
Q4 		$1.12M Buy
13,805
+1,100
+9% +$94.5K 0.41% 60
2014
Q3 		$1.06M Buy
12,705
+128
+1% +$10.8K 0.45% 55
2014
Q2 		$1.06M Sell
12,577
-779
-6% -$67.1K 0.45% 53
2014
Q1 		$1.09M Buy
13,356
+4,965
+59% +$401K 0.52% 51
2013
Q4 		$731K Buy
+8,391
New +$733K 0.44% 60

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SVA Wealth Management's PM Position: Q4 2020 in Review

SVA Wealth Management increased its Philip Morris (PM) stake by 0.08% in Q4 2020, buying an estimated $467 and bringing the position to 7,933 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #143.

SVA Wealth Management first reported a position in PM in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.17M in Q1 2016. 1,807 funds tracked by Wall St. Rank hold PM as of Q4 2020.

  • SVA Wealth Management held 7,933 shares of Philip Morris worth $657K as of Q4 2020.
  • SVA Wealth Management bought 6 Philip Morris shares in Q4 2020, an estimated $467.
  • Philip Morris made up 0.06% of SVA Wealth Management's portfolio in Q4 2020, its #143 holding.
  • SVA Wealth Management first reported a position in Philip Morris in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Philip Morris position peaked at $3.17M in Q1 2016.
  • 1,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.