Atlas Private Wealth Advisors’s Altria Group MO Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-26	Closed	-$1K	–	497
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	718
2021 Q2	$1K	Sell	26 -200	-88%	-$9.83K	﹤0.01%	741
2021 Q1	$12K	Hold	226	–	–	0.01%	466
2020 Q4	$9K	Hold	226	–	–	0.01%	437
2020 Q3	$9K	Hold	226	–	–	0.01%	405
2020 Q2	$9K	Buy	+226	New	+$8.82K	0.01%	425

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

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

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

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

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

Atlas Private Wealth Advisors's MO Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Altria Group (MO) in Q4 2021, closing a stake of 26 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in MO in Q2 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2021. 1,850 funds tracked by Wall St. Rank hold MO as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 26 Altria Group shares in Q4 2021, an estimated $1K.
Atlas Private Wealth Advisors first reported a position in Altria Group in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Altria Group position peaked at $12K in Q1 2021.
1,850 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.