Blue Chip Wealth Management’s Altria Group MO Stock Holding History

Blue Chip 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
2020 Q1	–	Sell	-4,240	Closed	-$212K	–	99
2019 Q4	$212K	Sell	4,240 -2,202	-34%	-$104K	0.2%	99
2019 Q3	$263K	Sell	6,442 -570	-8%	-$26.2K	0.27%	82
2019 Q2	$332K	Sell	7,012 -362	-5%	-$19K	0.35%	64
2019 Q1	$424K	Sell	7,374 -416	-5%	-$21.3K	0.48%	56
2018 Q4	$385K	Sell	7,790 -1,767	-18%	-$102K	0.51%	53
2018 Q3	$576K	Sell	9,557 -1,302	-12%	-$77.3K	0.58%	47
2018 Q2	$617K	Buy	10,859 +429	+4%	+$24.7K	0.67%	43
2018 Q1	$650K	Buy	+10,430	New	+$691K	0.67%	39

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon

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