tru Independence’s Philip Morris PM Stock Holding History

tru Independence’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	-1,198	Closed	-$99	–	604
2020 Q4	$99	Buy	1,198 +372	+45%	+$29K	﹤0.01%	453
2020 Q3	$62K	Sell	826 -15,244	-95%	-$1.18M	0.02%	202
2020 Q2	$1.13K	Buy	16,070 +1,201	+8%	+$87.6K	0.16%	103
2020 Q1	$1.08K	Hold	14,869	–	–	0.18%	93
2019 Q4	$1.08M	Buy	+14,869	New	+$1.23M	0.16%	105

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

tru Independence's PM Position: Q1 2021 in Review

tru Independence sold out of Philip Morris (PM) in Q1 2021, closing a stake of 1,198 shares — an estimated $99 sold.

tru Independence first reported a position in PM in Q4 2019 and held it in 5 quarters. The position peaked at $1.08M in Q4 2019. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

tru Independence reported no remaining Philip Morris position as of Q1 2021 after selling out during the quarter.
tru Independence sold 1,198 Philip Morris shares in Q1 2021, an estimated $99.
tru Independence first reported a position in Philip Morris in Q4 2019 and held it in 5 quarters.
tru Independence's Philip Morris position peaked at $1.08M in Q4 2019.
1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.