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Alaethes Wealth’s Altria Group MO Stock Holding History

Alaethes Wealth’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
-500
Closed -$26K – 230
2022
Q1 		$26K Sell
500
-35
-7% -$1.78K 0.02% 163
2021
Q4 		$25K Hold
535
– – 0.02% 162
2021
Q3 		$24K Hold
535
– – 0.02% 152
2021
Q2 		$26K Buy
+535
New +$26.3K 0.02% 145

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Alaethes Wealth's MO Position: Q2 2022 in Review

Alaethes Wealth sold out of Altria Group (MO) in Q2 2022, closing a stake of 500 shares — an estimated $26K sold.

Alaethes Wealth first reported a position in MO in Q2 2021 and held it in 4 quarters. The position peaked at $26K in Q1 2022. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

  • Alaethes Wealth reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 500 Altria Group shares in Q2 2022, an estimated $26K.
  • Alaethes Wealth first reported a position in Altria Group in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's Altria Group position peaked at $26K in Q1 2022.
  • 1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.