FWM
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ForthRight Wealth Management’s Altria Group MO Stock Holding History

ForthRight Wealth Management’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
Q1 		– Sell
-1,996
Closed -$82K – 133
2020
Q4 		$82K Buy
+1,996
New +$80.1K 0.06% 53

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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ForthRight Wealth Management's MO Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Altria Group (MO) in Q1 2021, closing a stake of 1,996 shares — an estimated $82K sold.

ForthRight Wealth Management first reported a position in MO in Q4 2020 and held it in 1 quarter. The position peaked at $82K in Q4 2020. 1,769 funds tracked by Wall St. Rank hold MO as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Altria Group position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,996 Altria Group shares in Q1 2021, an estimated $82K.
  • ForthRight Wealth Management first reported a position in Altria Group in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Altria Group position peaked at $82K in Q4 2020.
  • 1,769 funds tracked by Wall St. Rank held Altria Group as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.