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Accurate Investment Solutions’s Altria Group MO Stock Holding History

Accurate Investment Solutions’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-542
Closed -$21K – 234
2020
Q1 		$21K Sell
542
-35
-6% -$1.55K 0.02% 241
2019
Q4 		$29K Buy
577
+82
+17% +$3.87K 0.02% 205
2019
Q3 		$20K Buy
495
+3
+0.6% +$138 0.01% 179
2019
Q2 		$23K Buy
492
+4
+0.8% +$209 0.02% 160
2019
Q1 		$28K Buy
488
+82
+20% +$4.19K 0.02% 144
2018
Q4 		$20K Buy
406
+2
+0.5% +$116 0.02% 155
2018
Q3 		$24K Sell
404
-83
-17% -$4.93K 0.02% 170
2018
Q2 		$28K Buy
487
+85
+21% +$4.9K 0.02% 185
2018
Q1 		$25K Sell
402
-117
-23% -$7.75K 0.02% 192
2017
Q4 		$38K Buy
519
+3
+0.6% +$201 0.03% 158
2017
Q3 		$32K Buy
516
+67
+15% +$4.47K 0.02% 167
2017
Q2 		$34K Buy
449
+53
+13% +$3.88K 0.03% 148
2017
Q1 		$28K Buy
396
+1
+0.3% +$72 0.02% 145
2016
Q4 		$27K Buy
395
+2
+0.5% +$129 0.02% 152
2016
Q3 		$25K Buy
393
+1
+0.3% +$66 0.02% 154
2016
Q2 		$27K Buy
392
+1
+0.3% +$64 0.03% 147
2016
Q1 		$25K Buy
391
+223
+133% +$13.5K 0.02% 215
2015
Q4 		$10K Buy
+168
New +$9.74K 0.01% 206

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accurate Investment Solutions's MO Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Altria Group (MO) in Q2 2020, closing a stake of 542 shares — an estimated $21K sold.

Accurate Investment Solutions first reported a position in MO in Q4 2015 and held it in 18 quarters. The position peaked at $38K in Q4 2017. 1,566 funds tracked by Wall St. Rank hold MO as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Altria Group position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 542 Altria Group shares in Q2 2020, an estimated $21K.
  • Accurate Investment Solutions first reported a position in Altria Group in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's Altria Group position peaked at $38K in Q4 2017.
  • 1,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.