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Burt Wealth Advisors’s Altria Group MO Stock Holding History

Burt Wealth 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
Q1 		– Sell
-735
Closed -$30K – 256
2020
Q4 		$30K Hold
735
– – 0.01% 217
2020
Q3 		$28K Hold
735
– – 0.01% 220
2020
Q2 		$29K Hold
735
– – 0.01% 212
2020
Q1 		$28K Sell
735
-90
-11% -$3.99K 0.01% 206
2019
Q4 		$41K Sell
825
-85
-9% -$4.01K 0.02% 187
2019
Q3 		$37K Sell
910
-225
-20% -$10.3K 0.02% 192
2019
Q2 		$54K Hold
1,135
– – 0.02% 165
2019
Q1 		$65K Hold
1,135
– – 0.03% 153
2018
Q4 		$56K Sell
1,135
-44
-4% -$2.55K 0.03% 168
2018
Q3 		$71K Buy
1,179
+394
+50% +$23.4K 0.03% 163
2018
Q2 		$45K Hold
785
– – 0.02% 184
2018
Q1 		$49K Sell
785
-50
-6% -$3.31K 0.02% 180
2017
Q4 		$60K Hold
835
– – 0.04% 165
2017
Q3 		$53K Hold
835
– – 0.03% 172
2017
Q2 		$62K Buy
835
+400
+92% +$29.3K 0.04% 165
2017
Q1 		$31K Hold
435
– – 0.02% 199
2016
Q4 		$29K Hold
435
– – 0.03% 208
2016
Q3 		$27K Sell
435
-100
-19% -$6.64K 0.03% 198
2016
Q2 		$36K Sell
535
-416
-44% -$26.6K 0.04% 176
2016
Q1 		$60K Buy
951
+757
+390% +$45.8K 0.05% 151
2015
Q4 		$54K Sell
194
-1,081
-85% -$62.7K 0.04% 143
2015
Q3 		$69K Buy
1,275
+500
+65% +$26.8K 0.09% 113
2015
Q2 		$37K Buy
775
+200
+35% +$10.1K 0.04% 161
2015
Q1 		$29K Hold
575
– – 0.03% 167
2014
Q4 		$28K Buy
+575
New +$28K 0.03% 167

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Burt Wealth Advisors's MO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Altria Group (MO) in Q1 2021, closing a stake of 735 shares — an estimated $30K sold.

Burt Wealth Advisors first reported a position in MO in Q4 2014 and held it in 25 quarters. The position peaked at $71K in Q3 2018. 1,769 funds tracked by Wall St. Rank hold MO as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Altria Group position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 735 Altria Group shares in Q1 2021, an estimated $30K.
  • Burt Wealth Advisors first reported a position in Altria Group in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's Altria Group position peaked at $71K in Q3 2018.
  • 1,769 funds tracked by Wall St. Rank held Altria Group as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.