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Weld Capital Management’s Philip Morris PM Stock Holding History

Weld Capital Management’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
-6,402
Closed -$635K – 143
2021
Q2 		$635K Buy
+6,402
New +$614K 0.64% 41
2020
Q1 		– Sell
-4,612
Closed -$392K – 646
2019
Q4 		$392K Sell
4,612
-4,539
-50% -$374K 0.08% 407
2019
Q3 		$695K Buy
+9,151
New +$725K 0.13% 268
2019
Q2 		– Sell
-11,742
Closed -$1.04M – 895
2019
Q1 		$1.04M Sell
11,742
-18,147
-61% -$1.46M 0.19% 203
2018
Q4 		$2M Buy
+29,889
New +$2.5M 0.45% 23

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

Weld Capital Management's PM Position: Q3 2021 in Review

Weld Capital Management sold out of Philip Morris (PM) in Q3 2021, closing a stake of 6,402 shares — an estimated $635K sold.

Weld Capital Management first reported a position in PM in Q4 2018 and held it in 5 quarters. The position peaked at $2M in Q4 2018. 1,849 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • Weld Capital Management reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 6,402 Philip Morris shares in Q3 2021, an estimated $635K.
  • Weld Capital Management first reported a position in Philip Morris in Q4 2018 and held it in 5 quarters.
  • Weld Capital Management's Philip Morris position peaked at $2M in Q4 2018.
  • 1,849 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.