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Amplius Wealth Advisors’s Altria Group MO Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-2,400
Closed -$113K – 621
2021
Q4 		$113K Buy
+2,400
New +$110K 0.02% 232

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Amplius Wealth Advisors's MO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Altria Group (MO) in Q1 2022, closing a stake of 2,400 shares — an estimated $113K sold.

Amplius Wealth Advisors first reported a position in MO in Q4 2021 and held it in 1 quarter. The position peaked at $113K in Q4 2021. 1,917 funds tracked by Wall St. Rank hold MO as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Altria Group position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,400 Altria Group shares in Q1 2022, an estimated $113K.
  • Amplius Wealth Advisors first reported a position in Altria Group in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Altria Group position peaked at $113K in Q4 2021.
  • 1,917 funds tracked by Wall St. Rank held Altria Group as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.