BT Wealth Management’s Altria Group MO Stock Holding History

BT 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
2022 Q2	$232K	Buy	5,548 +107	+2%	+$5.54K	0.07%	59
2022 Q1	$284K	Hold	5,441	–	–	0.07%	53
2021 Q4	$258K	Buy	+5,441	New	+$249K	0.07%	62
2019 Q3	–	Sell	-5,465	Closed	-$253K	–	54
2019 Q2	$253K	Sell	5,465 -2,026	-27%	-$106K	0.15%	44
2019 Q1	$430K	Sell	7,491 -2,766	-27%	-$141K	0.25%	37
2018 Q4	$504K	Buy	+10,257	New	+$594K	0.22%	53

Other funds holding MO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BT Wealth Management's MO Position: Q2 2022 in Review

BT Wealth Management increased its Altria Group (MO) stake by 2% in Q2 2022, buying an estimated $5.54K and bringing the position to 5,548 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #59.

BT Wealth Management first reported a position in MO in Q4 2018 and has held it in 6 quarters since. The position peaked at $504K in Q4 2018. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

BT Wealth Management held 5,548 shares of Altria Group worth $232K as of Q2 2022.
BT Wealth Management bought 107 Altria Group shares in Q2 2022, an estimated $5.54K.
Altria Group made up 0.07% of BT Wealth Management's portfolio in Q2 2022, its #59 holding.
BT Wealth Management first reported a position in Altria Group in Q4 2018 and has held it in 6 quarters since.
BT Wealth Management's Altria Group position peaked at $504K in Q4 2018.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.