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Dynasty Wealth Management’s Altria Group MO Stock Holding History

Dynasty Wealth Management’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
2018
Q4 		– Sell
-6,683
Closed -$403K – 65
2018
Q3 		$403K Buy
+6,683
New +$397K 0.52% 48
2018
Q2 		– Sell
-3,824
Closed -$238K – 77
2018
Q1 		$238K Sell
3,824
-1,544
-29% -$102K 0.1% 53
2017
Q4 		$383K Buy
+5,368
New +$360K 0.66% 45

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynasty Wealth Management's MO Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Altria Group (MO) in Q4 2018, closing a stake of 6,683 shares — an estimated $403K sold.

Dynasty Wealth Management first reported a position in MO in Q4 2017 and held it in 3 quarters. The position peaked at $403K in Q3 2018. 1,691 funds tracked by Wall St. Rank hold MO as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Altria Group position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 6,683 Altria Group shares in Q4 2018, an estimated $403K.
  • Dynasty Wealth Management first reported a position in Altria Group in Q4 2017 and held it in 3 quarters.
  • Dynasty Wealth Management's Altria Group position peaked at $403K in Q3 2018.
  • 1,691 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.