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Wealthstreet Investment Advisors’s Philip Morris PM Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-71,374
Closed -$6.33M – 262
2021
Q1 		$6.33M Buy
71,374
+100
+0.1% +$8.49K 0.62% 40
2020
Q4 		$5.9M Buy
71,274
+3,350
+5% +$261K 0.6% 41
2020
Q3 		$5.09M Buy
67,924
+1,300
+2% +$100K 0.57% 43
2020
Q2 		$4.67M Buy
66,624
+2,000
+3% +$146K 0.57% 44
2020
Q1 		$4.71M Sell
64,624
-1,450
-2% -$119K 0.7% 38
2019
Q4 		$5.62M Hold
66,074
– – 0.66% 41
2019
Q3 		$5.41M Sell
66,074
-1,206
-2% -$95.6K 0.69% 40
2019
Q2 		$5.28M Sell
67,280
-970
-1% -$80.1K 0.68% 39
2019
Q1 		$6.03M Sell
68,250
-75
-0.1% -$6.04K 0.8% 35
2018
Q4 		$5.08M Sell
68,325
-2,931
-4% -$245K 0.71% 38
2018
Q3 		$5.81M Sell
71,256
-712
-1% -$58.4K 0.72% 37
2018
Q2 		$5.81M Hold
71,968
– – 0.77% 33
2018
Q1 		$7.15M Sell
71,968
-619
-0.9% -$64.5K 0.9% 25
2017
Q4 		$7.67M Buy
+72,587
New +$7.73M 0.93% 25

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

Wealthstreet Investment Advisors's PM Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Philip Morris (PM) in Q2 2021, closing a stake of 71,374 shares — an estimated $6.33M sold.

Wealthstreet Investment Advisors first reported a position in PM in Q4 2017 and held it in 14 quarters. The position peaked at $7.67M in Q4 2017. 1,858 funds tracked by Wall St. Rank hold PM as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Philip Morris position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 71,374 Philip Morris shares in Q2 2021, an estimated $6.33M.
  • Wealthstreet Investment Advisors first reported a position in Philip Morris in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Philip Morris position peaked at $7.67M in Q4 2017.
  • 1,858 funds tracked by Wall St. Rank held Philip Morris as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.