Elm Advisors’s Altria Group MO Stock Holding History

Elm 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 Q1	–	Sell	-213	Closed	-$9K	–	197
2020 Q4	$9K	Buy	+213	New	+$8.55K	0.01%	239
2018 Q4	–	Sell	-213	Closed	-$13K	–	197
2018 Q3	$13K	Buy	+213	New	+$12.6K	0.01%	245

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

Elm Advisors's MO Position: Q1 2021 in Review

Elm Advisors sold out of Altria Group (MO) in Q1 2021, closing a stake of 213 shares — an estimated $9K sold.

Elm Advisors first reported a position in MO in Q3 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 1,769 funds tracked by Wall St. Rank hold MO as of Q1 2021.

Elm Advisors reported no remaining Altria Group position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 213 Altria Group shares in Q1 2021, an estimated $9K.
Elm Advisors first reported a position in Altria Group in Q3 2018 and held it in 2 quarters.
Elm Advisors's Altria Group position peaked at $13K in Q3 2018.
1,769 funds tracked by Wall St. Rank held Altria Group as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.