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Berman Capital Advisors’s Altria Group MO Stock Holding History

Berman Capital 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
Q3 		$355K Buy
7,821
+1,109
+17% +$53.6K 0.06% 172
2021
Q2 		$320K Buy
6,712
+1,441
+27% +$70.8K 0.05% 173
2021
Q1 		$269K Buy
5,271
+1,013
+24% +$45.4K 0.06% 158
2020
Q4 		$173K Buy
4,258
+819
+24% +$32.9K 0.04% 185
2020
Q3 		$132K Buy
3,439
+798
+30% +$33.2K 0.04% 191
2020
Q2 		$103K Buy
2,641
+126
+5% +$4.92K 0.03% 222
2020
Q1 		$96K Buy
2,515
+682
+37% +$30.3K 0.03% 202
2019
Q4 		$90K Buy
1,833
+306
+20% +$14.4K 0.03% 235
2019
Q3 		$61K Sell
1,527
-2,105
-58% -$96.8K 0.02% 275
2019
Q2 		$170K Buy
3,632
+608
+20% +$31.8K 0.05% 145
2019
Q1 		$173K Sell
3,024
-155
-5% -$7.92K 0.06% 137
2018
Q4 		$155K Buy
+3,179
New +$184K 0.06% 124

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's MO Position: Q3 2021 in Review

Berman Capital Advisors increased its Altria Group (MO) stake by 17% in Q3 2021, buying an estimated $53.6K and bringing the position to 7,821 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #172.

Berman Capital Advisors first reported a position in MO in Q4 2018 and has held it in 12 quarters since. 1,705 funds tracked by Wall St. Rank hold MO as of Q3 2021.

  • Berman Capital Advisors held 7,821 shares of Altria Group worth $355K as of Q3 2021.
  • Berman Capital Advisors bought 1,109 Altria Group shares in Q3 2021, an estimated $53.6K.
  • Altria Group made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #172 holding.
  • Berman Capital Advisors first reported a position in Altria Group in Q4 2018 and has held it in 12 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Altria Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.