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Fiducient Advisors’s Altria Group MO Stock Holding History

Fiducient 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
-5,700
Closed -$259K – 88
2021
Q3 		$259K Sell
5,700
-2,400
-30% -$116K 0.08% 85
2021
Q2 		$386K Sell
8,100
-90
-1% -$4.42K 0.12% 45
2021
Q1 		$419K Buy
8,190
+90
+1% +$4.03K 0.14% 48
2020
Q4 		$332K Buy
+8,100
New +$325K 0.12% 52

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

Fiducient Advisors's MO Position: Q4 2021 in Review

Fiducient Advisors sold out of Altria Group (MO) in Q4 2021, closing a stake of 5,700 shares — an estimated $259K sold.

Fiducient Advisors first reported a position in MO in Q4 2020 and held it in 4 quarters. The position peaked at $419K in Q1 2021. 1,850 funds tracked by Wall St. Rank hold MO as of Q4 2021.

  • Fiducient Advisors reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
  • Fiducient Advisors sold 5,700 Altria Group shares in Q4 2021, an estimated $259K.
  • Fiducient Advisors first reported a position in Altria Group in Q4 2020 and held it in 4 quarters.
  • Fiducient Advisors's Altria Group position peaked at $419K in Q1 2021.
  • 1,850 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Fiducient Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.