HGWM
MO icon

Harvest Group Wealth Management’s Altria Group MO Stock Holding History

Harvest Group 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
-6,708
Closed -$275K – 440
2020
Q4 		$275K Sell
6,708
-2
-0% -$80 0.16% 31
2020
Q3 		$259K Buy
6,710
+39
+0.6% +$1.62K 0.18% 30
2020
Q2 		$261K Sell
6,671
-147
-2% -$5.74K 0.22% 27
2020
Q1 		$263K Buy
6,818
+253
+4% +$11.2K 0.27% 27
2019
Q4 		$327K Sell
6,565
-715
-10% -$33.7K 0.29% 21
2019
Q3 		$298K Buy
7,280
+36
+0.5% +$1.66K 0.37% 19
2019
Q2 		$343K Buy
7,244
+32
+0.4% +$1.68K 0.44% 18
2019
Q1 		$414K Buy
7,212
+35
+0.5% +$1.79K 0.38% 27
2018
Q4 		$354K Buy
7,177
+2,686
+60% +$156K 0.46% 25
2018
Q3 		$271K Hold
4,491
– – 0.19% 27
2018
Q2 		$255K Sell
4,491
-2,612
-37% -$151K 0.18% 32
2018
Q1 		$443K Buy
7,103
+20
+0.3% +$1.32K 0.3% 30
2017
Q4 		$506K Buy
+7,083
New +$475K 0.31% 30

Other funds holding MO

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

Harvest Group Wealth Management's MO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Altria Group (MO) in Q1 2021, closing a stake of 6,708 shares — an estimated $275K sold.

Harvest Group Wealth Management first reported a position in MO in Q4 2017 and held it in 13 quarters. The position peaked at $506K in Q4 2017. 1,769 funds tracked by Wall St. Rank hold MO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Altria Group position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6,708 Altria Group shares in Q1 2021, an estimated $275K.
  • Harvest Group Wealth Management first reported a position in Altria Group in Q4 2017 and held it in 13 quarters.
  • Harvest Group Wealth Management's Altria Group position peaked at $506K in Q4 2017.
  • 1,769 funds tracked by Wall St. Rank held Altria Group as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.