FVWA
MO icon

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 1.24% 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 0.68% 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

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State Street
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Fidelity Investments
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Capital Research Global Investors
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Geode Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return