CSat Investment Advisory’s Altria Group MO Stock Holding History

CSat Investment Advisory’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	$10K	Buy	187 +16	+9%	+$717	0.01%	453
2020 Q4	$7K	Sell	171 -16,078	-99%	-$646K	0.01%	461
2020 Q3	$628K	Buy	16,249 +1,717	+12%	+$71.5K	0.06%	164
2020 Q2	$570K	Buy	14,532 +10,101	+228%	+$394K	0.07%	160
2020 Q1	$172K	Buy	4,431 +677	+18%	+$30K	0.04%	264
2019 Q4	$188K	Buy	3,754 +568	+18%	+$26.8K	0.05%	239
2019 Q3	$130K	Buy	3,186 +449	+16%	+$20.7K	0.04%	277
2019 Q2	$130K	Buy	2,737 +2,687	+5,374%	+$141K	0.05%	257
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	531
2018 Q4	$2K	Buy	50 +20	+67%	+$1.16K	﹤0.01%	533
2018 Q3	$2K	Buy	30 +3	+11%	+$178	﹤0.01%	531
2018 Q2	$2K	Buy	+27	New	+$1.56K	﹤0.01%	530

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSat Investment Advisory's MO Position: Q1 2021 in Review

CSat Investment Advisory increased its Altria Group (MO) stake by 9.4% in Q1 2021, buying an estimated $717 and bringing the position to 187 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #453.

CSat Investment Advisory first reported a position in MO in Q2 2018 and has held it in 12 quarters since. The position peaked at $628K in Q3 2020. 1,770 funds tracked by Wall St. Rank hold MO as of Q1 2021.

CSat Investment Advisory held 187 shares of Altria Group worth $10K as of Q1 2021.
CSat Investment Advisory bought 16 Altria Group shares in Q1 2021, an estimated $717.
Altria Group made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #453 holding.
CSat Investment Advisory first reported a position in Altria Group in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Altria Group position peaked at $628K in Q3 2020.
1,770 funds tracked by Wall St. Rank held Altria Group as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.