AFT Forsyth & Company’s Altria Group MO Stock Holding History

AFT Forsyth & Company’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
2022 Q2	–	Sell	-4,425	Closed	-$231K	–	144
2022 Q1	$231K	Hold	4,425	–	–	0.15%	138
2021 Q4	$210K	Buy	+4,425	New	+$203K	0.11%	154
2020 Q1	–	Sell	-4,793	Closed	-$239K	–	138
2019 Q4	$239K	Buy	+4,793	New	+$226K	0.18%	127
2019 Q3	–	Sell	-4,693	Closed	-$222K	–	142
2019 Q2	$222K	Hold	4,693	–	–	0.18%	129
2019 Q1	$270K	Hold	4,693	–	–	0.23%	118
2018 Q4	$232K	Sell	4,693 -150	-3%	-$8.69K	0.23%	122
2018 Q3	$292K	Hold	4,843	–	–	0.24%	118
2018 Q2	$275K	Hold	4,843	–	–	0.24%	119
2018 Q1	$302K	Sell	4,843 -1,445	-23%	-$95.7K	0.28%	110
2017 Q4	$449K	Buy	+6,288	New	+$421K	0.44%	80
2013 Q3	$141K	Hold	4,338	–	–	0.18%	122
2013 Q2	$143K	Buy	+4,338	New	+$156K	0.2%	108

Other funds holding MO

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

AFT Forsyth & Company's MO Position: Q2 2022 in Review

AFT Forsyth & Company sold out of Altria Group (MO) in Q2 2022, closing a stake of 4,425 shares — an estimated $231K sold.

AFT Forsyth & Company first reported a position in MO in Q2 2013 and held it in 12 quarters. The position peaked at $449K in Q4 2017. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

AFT Forsyth & Company reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
AFT Forsyth & Company sold 4,425 Altria Group shares in Q2 2022, an estimated $231K.
AFT Forsyth & Company first reported a position in Altria Group in Q2 2013 and held it in 12 quarters.
AFT Forsyth & Company's Altria Group position peaked at $449K in Q4 2017.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on AFT Forsyth & Company's 13F filing for Q2 2022, filed 28 Jul 2022.