FEG
MO icon

Financial Enhancement Group’s Altria Group MO Stock Holding History

Financial Enhancement Group’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
2020
Q4 		– Sell
-58
Closed -$2K – 304
2020
Q3 		$2K Hold
58
– – ﹤0.01% 222
2020
Q2 		$2K Hold
58
– – ﹤0.01% 221
2020
Q1 		$2K Hold
58
– – ﹤0.01% 246
2019
Q4 		$3K Hold
58
– – ﹤0.01% 233
2019
Q3 		$2K Hold
58
– – ﹤0.01% 256
2019
Q2 		$3K Hold
58
– – ﹤0.01% 240
2019
Q1 		$3K Buy
+58
New +$2.96K ﹤0.01% 259

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Enhancement Group's MO Position: Q4 2020 in Review

Financial Enhancement Group sold out of Altria Group (MO) in Q4 2020, closing a stake of 58 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in MO in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q4 2019. 1,655 funds tracked by Wall St. Rank hold MO as of Q4 2020.

  • Financial Enhancement Group reported no remaining Altria Group position as of Q4 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 58 Altria Group shares in Q4 2020, an estimated $2K.
  • Financial Enhancement Group first reported a position in Altria Group in Q1 2019 and held it in 7 quarters.
  • Financial Enhancement Group's Altria Group position peaked at $3K in Q4 2019.
  • 1,655 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on Financial Enhancement Group's 13F filing for Q4 2020, filed 10 Feb 2021.