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Freedman Financial Associates’s Altria Group MO Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-455
Closed -$24K – 263
2022
Q1 		$24K Hold
455
– – 0.02% 283
2021
Q4 		$22K Hold
455
– – 0.02% 280
2021
Q3 		$21K Hold
455
– – 0.02% 288
2021
Q2 		$22K Hold
455
– – 0.02% 279
2021
Q1 		$23K Sell
455
-150
-25% -$6.72K 0.02% 278
2020
Q4 		$25K Buy
+605
New +$24.3K 0.02% 270

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Freedman Financial Associates's MO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Altria Group (MO) in Q2 2022, closing a stake of 455 shares — an estimated $24K sold.

Freedman Financial Associates first reported a position in MO in Q4 2020 and held it in 6 quarters. The position peaked at $25K in Q4 2020. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

  • Freedman Financial Associates reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 455 Altria Group shares in Q2 2022, an estimated $24K.
  • Freedman Financial Associates first reported a position in Altria Group in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Altria Group position peaked at $25K in Q4 2020.
  • 1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.