Guidant Wealth Advisors’s Altria Group MO Stock Holding History

Guidant 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
2019 Q3	$37K	Hold	900	–	–	0.01%	187
2019 Q2	$43K	Buy	900 +138	+18%	+$7.23K	0.02%	186
2019 Q1	$44K	Buy	762 +12	+2%	+$613	0.02%	187
2018 Q4	$37K	Sell	750 -82	-10%	-$4.75K	0.02%	144
2018 Q3	$50K	Hold	832	–	–	0.02%	86
2018 Q2	$46K	Buy	832 +35	+4%	+$2.02K	0.02%	85
2018 Q1	$48K	Hold	797	–	–	0.02%	82
2017 Q4	$56K	Sell	797 -377	-32%	-$25.3K	0.03%	76
2017 Q3	$74K	Hold	1,174	–	–	0.05%	61
2017 Q2	$86K	Buy	1,174 +349	+42%	+$25.5K	0.04%	91
2017 Q1	$59K	Hold	825	–	–	0.03%	105
2016 Q4	$56K	Sell	825 -161	-16%	-$10.4K	0.03%	95
2016 Q3	$61K	Buy	+986	New	+$65.5K	0.04%	91

Other funds holding MO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guidant Wealth Advisors's MO Position: Q3 2019 in Review

Guidant Wealth Advisors held its Altria Group (MO) position steady in Q3 2019 at 900 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #187.

Guidant Wealth Advisors first reported a position in MO in Q3 2016 and has held it in 13 quarters since. The position peaked at $86K in Q2 2017. 1,569 funds tracked by Wall St. Rank hold MO as of Q3 2019.

Guidant Wealth Advisors held 900 shares of Altria Group worth $37K as of Q3 2019.
Guidant Wealth Advisors left its Altria Group share count unchanged in Q3 2019.
Altria Group made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #187 holding.
Guidant Wealth Advisors first reported a position in Altria Group in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Altria Group position peaked at $86K in Q2 2017.
1,569 funds tracked by Wall St. Rank held Altria Group as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.