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Wilkinson Global Asset Management’s Philip Morris PM Stock Holding History

Wilkinson Global Asset 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
-3,785
Closed -$375K – 98
2021
Q2 		$375K Buy
3,785
+1,030
+37% +$98.8K 0.02% 71
2021
Q1 		$244K Buy
+2,755
New +$234K 0.02% 80

Other funds holding PM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wilkinson Global Asset Management's PM Position: Q3 2021 in Review

Wilkinson Global Asset Management sold out of Philip Morris (PM) in Q3 2021, closing a stake of 3,785 shares — an estimated $375K sold.

Wilkinson Global Asset Management first reported a position in PM in Q1 2021 and held it in 2 quarters. The position peaked at $375K in Q2 2021. 1,847 funds tracked by Wall St. Rank hold PM as of Q3 2021.

  • Wilkinson Global Asset Management reported no remaining Philip Morris position as of Q3 2021 after selling out during the quarter.
  • Wilkinson Global Asset Management sold 3,785 Philip Morris shares in Q3 2021, an estimated $375K.
  • Wilkinson Global Asset Management first reported a position in Philip Morris in Q1 2021 and held it in 2 quarters.
  • Wilkinson Global Asset Management's Philip Morris position peaked at $375K in Q2 2021.
  • 1,847 funds tracked by Wall St. Rank held Philip Morris as of Q3 2021.

Based on Wilkinson Global Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.