FFG
MO icon

Ford Financial Group’s Altria Group MO Stock Holding History

Ford Financial 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
2021
Q3 		– Sell
-232
Closed -$11K – 364
2021
Q2 		$11K Buy
+232
New +$11.4K ﹤0.01% 334
2018
Q1 		– Sell
-50
Closed -$3K – 241
2017
Q4 		$3K Buy
+50
New +$3.35K ﹤0.01% 369

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
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

Ford Financial Group's MO Position: Q3 2021 in Review

Ford Financial Group sold out of Altria Group (MO) in Q3 2021, closing a stake of 232 shares — an estimated $11K sold.

Ford Financial Group first reported a position in MO in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q2 2021. 1,705 funds tracked by Wall St. Rank hold MO as of Q3 2021.

  • Ford Financial Group reported no remaining Altria Group position as of Q3 2021 after selling out during the quarter.
  • Ford Financial Group sold 232 Altria Group shares in Q3 2021, an estimated $11K.
  • Ford Financial Group first reported a position in Altria Group in Q4 2017 and held it in 2 quarters.
  • Ford Financial Group's Altria Group position peaked at $11K in Q2 2021.
  • 1,705 funds tracked by Wall St. Rank held Altria Group as of Q3 2021.

Based on Ford Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.