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WealthOne’s Philip Morris PM Stock Holding History

WealthOne’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
-2,535
Closed -$251K – 140
2021
Q2 		$251K Sell
2,535
-288
-10% -$27.6K 0.1% 109
2021
Q1 		$251K Buy
+2,823
New +$240K 0.11% 106
2020
Q4 		– Sell
-2,940
Closed -$221K – 119
2020
Q3 		$221K Sell
2,940
-89
-3% -$6.87K 0.12% 96
2020
Q2 		$212K Buy
+3,029
New +$221K 0.13% 91
2019
Q1 		– Sell
-1,116
Closed -$74K – 415
2018
Q4 		$74K Buy
+1,116
New +$93.2K 0.06% 146

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthOne's PM Position: Q3 2021 in Review

WealthOne sold out of Philip Morris (PM) in Q3 2021, closing a stake of 2,535 shares — an estimated $251K sold.

WealthOne first reported a position in PM in Q4 2018 and held it in 5 quarters. The position peaked at $251K in Q2 2021. 1,849 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • WealthOne reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
  • WealthOne sold 2,535 Philip Morris shares in Q3 2021, an estimated $251K.
  • WealthOne first reported a position in Philip Morris in Q4 2018 and held it in 5 quarters.
  • WealthOne's Philip Morris position peaked at $251K in Q2 2021.
  • 1,849 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on WealthOne's 13F filing for Q3 2021, filed 1 Nov 2021.