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Beacon Pointe Wealth Advisors’s Altria Group MO Stock Holding History

Beacon Pointe 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
2019
Q4 		$205K Sell
4,119
-1,766
-30% -$83.3K 0.04% 260
2019
Q3 		$240K Buy
5,885
+1,624
+38% +$74.7K 0.05% 231
2019
Q2 		$200K Buy
4,261
+17
+0.4% +$890 0.04% 257
2019
Q1 		$243K Buy
+4,244
New +$217K 0.06% 230

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Pointe Wealth Advisors's MO Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Altria Group (MO) stake by 30% in Q4 2019, selling an estimated $83.3K and leaving 4,119 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #260.

Beacon Pointe Wealth Advisors first reported a position in MO in Q1 2019 and has held it in 4 quarters since. The position peaked at $243K in Q1 2019. 1,758 funds tracked by Wall St. Rank hold MO as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 4,119 shares of Altria Group worth $205K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 1,766 Altria Group shares in Q4 2019, an estimated $83.3K.
  • Altria Group made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #260 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Altria Group in Q1 2019 and has held it in 4 quarters since.
  • Beacon Pointe Wealth Advisors's Altria Group position peaked at $243K in Q1 2019.
  • 1,758 funds tracked by Wall St. Rank held Altria Group as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.