Clear Perspective Advisors’s Altria Group MO Stock Holding History

Clear Perspective 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 Q4	$395K	Buy	8,336 +168	+2%	+$7.7K	0.12%	114
2021 Q3	$372K	Buy	8,168 +6	+0.1%	+$290	0.13%	109
2021 Q2	$389K	Sell	8,162 -364	-4%	-$17.9K	0.14%	109
2021 Q1	$436K	Buy	8,526 +209	+3%	+$9.37K	0.17%	96
2020 Q4	$341K	Sell	8,317 -1,870	-18%	-$75.1K	0.14%	106
2020 Q3	$379	Sell	10,187 -874	-8%	-$36.4K	0.18%	95
2020 Q2	$434K	Buy	11,061 +69	+0.6%	+$2.69K	0.24%	77
2020 Q1	$425K	Sell	10,992 -2,414	-18%	-$107K	0.28%	69
2019 Q4	$669K	Sell	13,406 -1,500	-10%	-$70.8K	0.41%	58
2019 Q3	$610K	Buy	14,906 +100	+0.7%	+$4.6K	0.28%	73
2019 Q2	$701K	Sell	14,806 -650	-4%	-$34K	0.45%	55
2019 Q1	$872K	Buy	15,456 +900	+6%	+$46K	0.62%	43
2018 Q4	$719K	Sell	14,556 -281	-2%	-$16.3K	0.6%	48
2018 Q3	$895K	Sell	14,837 -50	-0.3%	-$2.97K	0.66%	42
2018 Q2	$845K	Sell	14,887 -2,753	-16%	-$159K	0.59%	40
2018 Q1	$1.1M	Sell	17,640 -231	-1%	-$15.3K	0.82%	27
2017 Q4	$1.28M	Sell	17,871 -378	-2%	-$25.3K	0.98%	21
2017 Q3	$1.16M	Sell	18,249 -478	-3%	-$31.9K	0.94%	22
2017 Q2	$1.4M	Sell	18,727 -285	-1%	-$20.9K	1.17%	19
2017 Q1	$1.36M	Sell	19,012 -50	-0.3%	-$3.62K	0.9%	23
2016 Q4	$1.29M	Buy	+19,062	New	+$1.23M	0.86%	27

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

Clear Perspective Advisors's MO Position: Q4 2021 in Review

Clear Perspective Advisors increased its Altria Group (MO) stake by 2.1% in Q4 2021, buying an estimated $7.7K and bringing the position to 8,336 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #114.

Clear Perspective Advisors first reported a position in MO in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.4M in Q2 2017. 1,850 funds tracked by Wall St. Rank hold MO as of Q4 2021.

Clear Perspective Advisors held 8,336 shares of Altria Group worth $395K as of Q4 2021.
Clear Perspective Advisors bought 168 Altria Group shares in Q4 2021, an estimated $7.7K.
Altria Group made up 0.12% of Clear Perspective Advisors's portfolio in Q4 2021, its #114 holding.
Clear Perspective Advisors first reported a position in Altria Group in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Altria Group position peaked at $1.4M in Q2 2017.
1,850 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.