Buckley Wealth Management’s Altria Group MO Stock Holding History

Buckley 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	-5,740	Closed	-$286K	–	131
2019 Q4	$286K	Sell	5,740 -1,240	-18%	-$58.5K	0.13%	113
2019 Q3	$285K	Sell	6,980 -2,805	-29%	-$129K	0.14%	118
2019 Q2	$463K	Sell	9,785 -70	-0.7%	-$3.67K	0.22%	90
2019 Q1	$566K	Sell	9,855 -70	-0.7%	-$3.58K	0.27%	81
2018 Q4	$490K	Sell	9,925 -340	-3%	-$19.7K	0.25%	83
2018 Q3	$619K	Hold	10,265	–	–	0.27%	79
2018 Q2	$583K	Hold	10,265	–	–	0.28%	79
2018 Q1	$640K	Sell	10,265 -500	-5%	-$33.1K	0.32%	75
2017 Q4	$769K	Buy	+10,765	New	+$721K	0.39%	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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Buckley Wealth Management's MO Position: Q1 2020 in Review

Buckley Wealth Management sold out of Altria Group (MO) in Q1 2020, closing a stake of 5,740 shares — an estimated $286K sold.

Buckley Wealth Management first reported a position in MO in Q4 2017 and held it in 9 quarters. The position peaked at $769K in Q4 2017. 1,577 funds tracked by Wall St. Rank hold MO as of Q1 2020.

Buckley Wealth Management reported no remaining Altria Group position as of Q1 2020 after selling out during the quarter.
Buckley Wealth Management sold 5,740 Altria Group shares in Q1 2020, an estimated $286K.
Buckley Wealth Management first reported a position in Altria Group in Q4 2017 and held it in 9 quarters.
Buckley Wealth Management's Altria Group position peaked at $769K in Q4 2017.
1,577 funds tracked by Wall St. Rank held Altria Group as of Q1 2020.

Based on Buckley Wealth Management's 13F filing for Q1 2020, filed 10 Apr 2020.