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Tru Independence Asset Management 2’s Philip Morris PM Stock Holding History

Tru Independence Asset Management 2’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
-437
Closed -$36K – 334
2020
Q4 		$36K Buy
+437
New +$34K 0.03% 207

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tru Independence Asset Management 2's PM Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Philip Morris (PM) in Q1 2021, closing a stake of 437 shares — an estimated $36K sold.

Tru Independence Asset Management 2 first reported a position in PM in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 1,836 funds tracked by Wall St. Rank hold PM as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 437 Philip Morris shares in Q1 2021, an estimated $36K.
  • Tru Independence Asset Management 2 first reported a position in Philip Morris in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Philip Morris position peaked at $36K in Q4 2020.
  • 1,836 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.