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B. Riley Wealth Management’s Altria Group MO Stock Holding History

B. Riley 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
2022
Q2 		$883 Buy
21,137
+9,792
+86% +$507K ﹤0.01% 316
2022
Q1 		$593K Buy
11,345
+1,918
+20% +$97.7K 0.05% 300
2021
Q4 		$447K Sell
9,427
-2,375
-20% -$109K 0.03% 381
2021
Q3 		$537K Buy
11,802
+775
+7% +$37.4K 0.04% 319
2021
Q2 		$526K Sell
11,027
-3,172
-22% -$156K 0.06% 228
2021
Q1 		$726K Buy
14,199
+1,768
+14% +$79.2K 0.08% 188
2020
Q4 		$510K Sell
12,431
-3,061
-20% -$123K 0.07% 198
2020
Q3 		$599K Buy
15,492
+4,659
+43% +$194K 0.07% 202
2020
Q2 		$425K Sell
10,833
-14,715
-58% -$574K 0.05% 243
2020
Q1 		$988K Buy
25,548
+12,709
+99% +$564K 0.1% 177
2019
Q4 		$641K Sell
12,839
-1,758
-12% -$82.9K 0.1% 191
2019
Q3 		$597K Sell
14,597
-4,694
-24% -$216K 0.1% 186
2019
Q2 		$913 Sell
19,291
-2,081
-10% -$109K 0.14% 142
2019
Q1 		$1.23M Buy
21,372
+1,002
+5% +$51.2K 0.21% 109
2018
Q4 		$1.01M Sell
20,370
-926
-4% -$53.7K 0.21% 109
2018
Q3 		$1.28M Buy
+21,296
New +$1.26M 0.32% 74
2016
Q1 		$3.11M Sell
49,658
-296
-0.6% -$17.9K 4.65% 1
2015
Q4 		$2.91M Sell
49,954
-1,178
-2% -$68.3K 3.71% 1
2015
Q3 		$2.78M Buy
51,132
+2
+0% +$107 3.94% 1
2015
Q2 		$2.5M Buy
51,130
+523
+1% +$26.5K 1.99% 2
2015
Q1 		$2.53M Sell
50,607
-1,307
-3% -$69.4K 1.9% 2
2014
Q4 		$2.56M Sell
51,914
-228
-0.4% -$11.1K 2.09% 2
2014
Q3 		$2.4M Buy
52,142
+465
+0.9% +$19.9K 1.78% 2
2014
Q2 		$2.17M Buy
51,677
+22
+0% +$885 1.4% 5
2014
Q1 		$1.93M Buy
+51,655
New +$1.88M 1.43% 7

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

B. Riley Wealth Management's MO Position: Q2 2022 in Review

B. Riley Wealth Management increased its Altria Group (MO) stake by 86% in Q2 2022, buying an estimated $507K and bringing the position to 21,137 shares worth $883. The position accounts for ﹤0.01% of the portfolio, ranked #316.

B. Riley Wealth Management first reported a position in MO in Q1 2014 and has held it in 25 quarters since. The position peaked at $3.11M in Q1 2016. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

  • B. Riley Wealth Management held 21,137 shares of Altria Group worth $883 as of Q2 2022.
  • B. Riley Wealth Management bought 9,792 Altria Group shares in Q2 2022, an estimated $507K.
  • Altria Group made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #316 holding.
  • B. Riley Wealth Management first reported a position in Altria Group in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Altria Group position peaked at $3.11M in Q1 2016.
  • 1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.