Foster Victor Wealth Advisors’s Altria Group MO Stock Holding History

Foster Victor Wealth 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
2020 Q3	–	Sell	-88,965	Closed	-$3.49M	–	146
2020 Q2	$3.49M	Buy	88,965 +10,068	+13%	+$393K	1.16%	33
2020 Q1	$2.98M	Buy	78,897 +22,054	+39%	+$979K	1.31%	32
2019 Q4	$2.85M	Buy	56,843 +10,907	+24%	+$514K	1.23%	26
2019 Q3	$1.94M	Buy	45,936 +27,217	+145%	+$1.25M	1.08%	27
2019 Q2	$919K	Buy	18,719 +8,441	+82%	+$442K	0.67%	32
2019 Q1	$590K	Buy	10,278 +2,749	+37%	+$141K	0.46%	49
2018 Q4	$372K	Buy	+7,529	New	+$436K	0.35%	54

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Foster Victor Wealth Advisors's MO Position: Q3 2020 in Review

Foster Victor Wealth Advisors sold out of Altria Group (MO) in Q3 2020, closing a stake of 88,965 shares — an estimated $3.49M sold.

Foster Victor Wealth Advisors first reported a position in MO in Q4 2018 and held it in 7 quarters. The position peaked at $3.49M in Q2 2020. 1,575 funds tracked by Wall St. Rank hold MO as of Q3 2020.

Foster Victor Wealth Advisors reported no remaining Altria Group position as of Q3 2020 after selling out during the quarter.
Foster Victor Wealth Advisors sold 88,965 Altria Group shares in Q3 2020, an estimated $3.49M.
Foster Victor Wealth Advisors first reported a position in Altria Group in Q4 2018 and held it in 7 quarters.
Foster Victor Wealth Advisors's Altria Group position peaked at $3.49M in Q2 2020.
1,575 funds tracked by Wall St. Rank held Altria Group as of Q3 2020.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.