Castle Financial & Retirement Planning Associates’s Altria Group MO Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$16K	Buy	+312	New	+$14.3K	0.05%	75

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's MO Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Altria Group (MO) in Q4 2021: 312 shares worth $16K. The stake represents 0.05% of the portfolio and ranks #75 among its holdings.

1,850 funds tracked by Wall St. Rank hold MO as of Q4 2021.

Castle Financial & Retirement Planning Associates held 312 shares of Altria Group worth $16K as of Q4 2021.
Altria Group was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Altria Group made up 0.05% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #75 holding.
1,850 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.