TRUADVICE’s Philip Morris PM Stock Holding History

TRUADVICE’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 Q3	–	Sell	-2,995	Closed	-$299K	–	245
2021 Q2	$299K	Buy	2,995 +465	+18%	+$44.6K	0.07%	238
2021 Q1	$241K	Buy	+2,530	New	+$215K	0.07%	246

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

TRUADVICE's PM Position: Q3 2021 in Review

TRUADVICE sold out of Philip Morris (PM) in Q3 2021, closing a stake of 2,995 shares — an estimated $299K sold.

TRUADVICE first reported a position in PM in Q1 2021 and held it in 2 quarters. The position peaked at $299K in Q2 2021. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

TRUADVICE reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
TRUADVICE sold 2,995 Philip Morris shares in Q3 2021, an estimated $299K.
TRUADVICE first reported a position in Philip Morris in Q1 2021 and held it in 2 quarters.
TRUADVICE's Philip Morris position peaked at $299K in Q2 2021.
1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.