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Bel Air Investment Advisors’s Altria Group MO Stock Holding History

Bel Air Investment 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
Q2 		$579K Sell
12,134
-8,739
-42% -$429K 0.02% 242
2021
Q1 		$1.07M Buy
+20,873
New +$935K 0.03% 191
2013
Q3 		$200K Hold
5,830
– – 0.03% 107
2013
Q2 		$204K Buy
+5,830
New +$209K 0.03% 109

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bel Air Investment Advisors's MO Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Altria Group (MO) stake by 42% in Q2 2021, selling an estimated $429K and leaving 12,134 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #242.

Bel Air Investment Advisors first reported a position in MO in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.07M in Q1 2021. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

  • Bel Air Investment Advisors held 12,134 shares of Altria Group worth $579K as of Q2 2021.
  • Bel Air Investment Advisors sold 8,739 Altria Group shares in Q2 2021, an estimated $429K.
  • Altria Group made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #242 holding.
  • Bel Air Investment Advisors first reported a position in Altria Group in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's Altria Group position peaked at $1.07M in Q1 2021.
  • 1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.