Aevitas Wealth Management’s Altria Group MO Stock Holding History

Aevitas 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
2021 Q2	–	Sell	-4,120	Closed	-$211K	–	125
2021 Q1	$211K	Buy	+4,120	New	+$185K	0.15%	114
2019 Q2	–	Sell	-3,779	Closed	-$217K	–	239
2019 Q1	$217K	Buy	3,779 +4	+0.1%	+$204	0.19%	98
2018 Q4	$186K	Hold	3,775	–	–	0.19%	96
2018 Q3	$228K	Sell	3,775 -200	-5%	-$11.9K	0.21%	98
2018 Q2	$226K	Sell	3,975 -1,151	-22%	-$66.4K	0.22%	98
2018 Q1	$319K	Sell	5,126 -470	-8%	-$31.1K	0.32%	77
2017 Q4	$400K	Buy	+5,596	New	+$375K	0.38%	68

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's MO Position: Q2 2021 in Review

Aevitas Wealth Management sold out of Altria Group (MO) in Q2 2021, closing a stake of 4,120 shares — an estimated $211K sold.

Aevitas Wealth Management first reported a position in MO in Q4 2017 and held it in 7 quarters. The position peaked at $400K in Q4 2017. 1,745 funds tracked by Wall St. Rank hold MO as of Q2 2021.

Aevitas Wealth Management reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
Aevitas Wealth Management sold 4,120 Altria Group shares in Q2 2021, an estimated $211K.
Aevitas Wealth Management first reported a position in Altria Group in Q4 2017 and held it in 7 quarters.
Aevitas Wealth Management's Altria Group position peaked at $400K in Q4 2017.
1,745 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Aevitas Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.