EC
MO icon

Estate Counselors’s Altria Group MO Stock Holding History

Estate Counselors’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 		– Sell
-31,175
Closed -$1.42M – 178
2021
Q3 		$1.42M Buy
31,175
+11,700
+60% +$565K 0.18% 69
2021
Q2 		$928K Buy
19,475
+405
+2% +$19.9K 0.12% 109
2021
Q1 		$976K Buy
+19,070
New +$855K 0.14% 112

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Estate Counselors's MO Position: Q4 2021 in Review

Estate Counselors sold out of Altria Group (MO) in Q4 2021, closing a stake of 31,175 shares — an estimated $1.42M sold.

Estate Counselors first reported a position in MO in Q1 2021 and held it in 3 quarters. The position peaked at $1.42M in Q3 2021. 1,850 funds tracked by Wall St. Rank hold MO as of Q4 2021.

  • Estate Counselors reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
  • Estate Counselors sold 31,175 Altria Group shares in Q4 2021, an estimated $1.42M.
  • Estate Counselors first reported a position in Altria Group in Q1 2021 and held it in 3 quarters.
  • Estate Counselors's Altria Group position peaked at $1.42M in Q3 2021.
  • 1,850 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Estate Counselors's 13F filing for Q4 2021, filed 14 Feb 2022.