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Adams Chetwood Wealth Management’s Altria Group MO Stock Holding History

Adams Chetwood Wealth Management’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
-6,733
Closed -$247K – 70
2020
Q1 		$247K Hold
6,733
– – 0.29% 63
2019
Q4 		$336K Buy
+6,733
New +$318K 0.34% 50

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

Adams Chetwood Wealth Management's MO Position: Q2 2020 in Review

Adams Chetwood Wealth Management sold out of Altria Group (MO) in Q2 2020, closing a stake of 6,733 shares — an estimated $247K sold.

Adams Chetwood Wealth Management first reported a position in MO in Q4 2019 and held it in 2 quarters. The position peaked at $336K in Q4 2019. 1,567 funds tracked by Wall St. Rank hold MO as of Q2 2020.

  • Adams Chetwood Wealth Management reported no remaining Altria Group position as of Q2 2020 after selling out during the quarter.
  • Adams Chetwood Wealth Management sold 6,733 Altria Group shares in Q2 2020, an estimated $247K.
  • Adams Chetwood Wealth Management first reported a position in Altria Group in Q4 2019 and held it in 2 quarters.
  • Adams Chetwood Wealth Management's Altria Group position peaked at $336K in Q4 2019.
  • 1,567 funds tracked by Wall St. Rank held Altria Group as of Q2 2020.

Based on Adams Chetwood Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.