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Fiduciary Planning’s Altria Group MO Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-168
Closed -$9K – 183
2021
Q1 		$9K Buy
168
+4
+2% +$179 0.01% 173
2020
Q4 		$7K Buy
164
+3
+2% +$120 0.01% 165
2020
Q3 		$6K Buy
+161
New +$6.7K 0.01% 132

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Fiduciary Planning's MO Position: Q2 2021 in Review

Fiduciary Planning sold out of Altria Group (MO) in Q2 2021, closing a stake of 168 shares — an estimated $9K sold.

Fiduciary Planning first reported a position in MO in Q3 2020 and held it in 3 quarters. The position peaked at $9K in Q1 2021. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

  • Fiduciary Planning reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 168 Altria Group shares in Q2 2021, an estimated $9K.
  • Fiduciary Planning first reported a position in Altria Group in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Altria Group position peaked at $9K in Q1 2021.
  • 1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.