Cascade Investment Advisors’s Altria Group MO Stock Holding History

Cascade Investment 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
2022 Q1	–	Sell	-28	Closed	-$1.33K	–	263
2021 Q4	$1.33K	Hold	28	–	–	﹤0.01%	257
2021 Q3	$1.27K	Hold	28	–	–	﹤0.01%	253
2021 Q2	$1.33K	Hold	28	–	–	﹤0.01%	254
2021 Q1	$1.43K	Hold	28	–	–	﹤0.01%	264
2020 Q4	$1.15K	Hold	28	–	–	﹤0.01%	253
2020 Q3	$1.08K	Hold	28	–	–	﹤0.01%	254
2020 Q2	$1.1K	Buy	+28	New	+$1.09K	﹤0.01%	247
2018 Q1	–	Sell	-100	Closed	-$7.14K	–	215
2017 Q4	$7.14K	Hold	100	–	–	0.01%	180
2017 Q3	$6.34K	Hold	100	–	–	0.01%	164
2017 Q2	$7.45K	Hold	100	–	–	0.01%	163
2017 Q1	$7.14K	Hold	100	–	–	0.01%	148
2016 Q4	$6.76K	Buy	+100	New	+$6.44K	0.01%	171
2016 Q2	$6.9K	Buy	+100	New	+$6.4K	0.01%	150

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Cascade Investment Advisors's MO Position: Q1 2022 in Review

Cascade Investment Advisors sold out of Altria Group (MO) in Q1 2022, closing a stake of 28 shares — an estimated $1.33K sold.

Cascade Investment Advisors first reported a position in MO in Q2 2016 and held it in 13 quarters. The position peaked at $7.45K in Q2 2017. 1,916 funds tracked by Wall St. Rank hold MO as of Q1 2022.

Cascade Investment Advisors reported no remaining Altria Group position as of Q1 2022 after selling out during the quarter.
Cascade Investment Advisors sold 28 Altria Group shares in Q1 2022, an estimated $1.33K.
Cascade Investment Advisors first reported a position in Altria Group in Q2 2016 and held it in 13 quarters.
Cascade Investment Advisors's Altria Group position peaked at $7.45K in Q2 2017.
1,916 funds tracked by Wall St. Rank held Altria Group as of Q1 2022.

Based on Cascade Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.