Evolution Wealth Advisors’s Altria Group MO Stock Holding History

Evolution Wealth 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	–	Sell	-266	Closed	-$12K	–	447
2021 Q3	$12K	Hold	266	–	–	﹤0.01%	381
2021 Q2	$13K	Hold	266	–	–	﹤0.01%	368
2021 Q1	$14K	Hold	266	–	–	﹤0.01%	358
2020 Q4	$11K	Hold	266	–	–	﹤0.01%	341
2020 Q3	$10K	Hold	266	–	–	﹤0.01%	352
2020 Q2	$10K	Buy	+266	New	+$10.4K	﹤0.01%	289
2019 Q3	–	Sell	-260	Closed	-$12K	–	553
2019 Q2	$12K	Buy	+260	New	+$13.6K	0.01%	162

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

Evolution Wealth Advisors's MO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Altria Group (MO) in Q4 2021, closing a stake of 266 shares — an estimated $12K sold.

Evolution Wealth Advisors first reported a position in MO in Q2 2019 and held it in 7 quarters. The position peaked at $14K in Q1 2021. 1,849 funds tracked by Wall St. Rank hold MO as of Q4 2021.

Evolution Wealth Advisors reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 266 Altria Group shares in Q4 2021, an estimated $12K.
Evolution Wealth Advisors first reported a position in Altria Group in Q2 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Altria Group position peaked at $14K in Q1 2021.
1,849 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.