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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blue Chip Wealth Management's MO Position: Q1 2020 in Review

Blue Chip Wealth Management sold out of Altria Group (MO) in Q1 2020, closing a stake of 4,240 shares — an estimated $212K sold.

Blue Chip Wealth Management first reported a position in MO in Q1 2018 and held it in 8 quarters. The position peaked at $650K in Q1 2018. 1,575 funds tracked by Wall St. Rank hold MO as of Q1 2020.

Blue Chip Wealth Management reported no remaining Altria Group position as of Q1 2020 after selling out during the quarter.
Blue Chip Wealth Management sold 4,240 Altria Group shares in Q1 2020, an estimated $212K.
Blue Chip Wealth Management first reported a position in Altria Group in Q1 2018 and held it in 8 quarters.
Blue Chip Wealth Management's Altria Group position peaked at $650K in Q1 2018.
1,575 funds tracked by Wall St. Rank held Altria Group as of Q1 2020.

Based on Blue Chip Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.