FGC
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Financial Gravity Companies’s Altria Group MO Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$61K Buy
+1,243
New +$72K 0.06% 277
2018
Q1 		$46K Buy
818
+625
+324% +$41.4K 0.05% 331
2017
Q4 		$14K Buy
+193
New +$12.9K 0.02% 528

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Companies's MO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Altria Group (MO) in Q4 2018: 1,243 shares worth $61K. The stake represents 0.06% of the portfolio and ranks #277 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MO as recently as Q1 2018.

Financial Gravity Companies first reported a position in MO in Q4 2017 and has held it in 3 quarters since. 1,692 funds tracked by Wall St. Rank hold MO as of Q4 2018.

  • Financial Gravity Companies held 1,243 shares of Altria Group worth $61K as of Q4 2018.
  • Altria Group was a new Financial Gravity Companies position in Q4 2018.
  • Altria Group made up 0.06% of Financial Gravity Companies's portfolio in Q4 2018, its #277 holding.
  • Financial Gravity Companies first reported a position in Altria Group in Q4 2017 and has held it in 3 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Altria Group as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.