WealthStone’s Philip Morris PM Stock Holding History

WealthStone’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	$324K	Buy	3,654 +983	+37%	+$83.5K	0.11%	139
2020 Q4	$221K	Sell	2,671 -402	-13%	-$31.3K	0.08%	194
2020 Q3	$230K	Buy	+3,073	New	+$237K	0.11%	139
2019 Q3	–	Sell	-11,686	Closed	-$918K	–	461
2019 Q2	$918K	Buy	+11,686	New	+$965K	0.41%	49

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

WealthStone's PM Position: Q1 2021 in Review

WealthStone increased its Philip Morris (PM) stake by 37% in Q1 2021, buying an estimated $83.5K and bringing the position to 3,654 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #139.

WealthStone first reported a position in PM in Q2 2019 and has held it in 4 quarters since. The position peaked at $918K in Q2 2019. 1,835 funds tracked by Wall St. Rank hold PM as of Q1 2021.

WealthStone held 3,654 shares of Philip Morris worth $324K as of Q1 2021.
WealthStone bought 983 Philip Morris shares in Q1 2021, an estimated $83.5K.
Philip Morris made up 0.11% of WealthStone's portfolio in Q1 2021, its #139 holding.
WealthStone first reported a position in Philip Morris in Q2 2019 and has held it in 4 quarters since.
WealthStone's Philip Morris position peaked at $918K in Q2 2019.
1,835 funds tracked by Wall St. Rank held Philip Morris as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.