HawsGoodwin Investment Management’s Altria Group MO Stock Holding History

HawsGoodwin Investment 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 Q4	$1.89M	Buy	39,853 +966	+2%	+$44.3K	0.55%	43
2021 Q3	$1.77M	Buy	38,887 +53	+0.1%	+$2.56K	0.54%	46
2021 Q2	$1.85M	Sell	38,834 -10,195	-21%	-$501K	0.57%	45
2021 Q1	$2.51M	Buy	49,029 +3,068	+7%	+$137K	0.8%	31
2020 Q4	$1.88M	Buy	45,961 +12,399	+37%	+$498K	0.59%	40
2020 Q3	$1.3M	Sell	33,562 -8,998	-21%	-$374K	0.46%	48
2020 Q2	$1.67M	Buy	+42,560	New	+$1.66M	0.66%	39

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HawsGoodwin Investment Management's MO Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its Altria Group (MO) stake by 2.5% in Q4 2021, buying an estimated $44.3K and bringing the position to 39,853 shares worth $1.89M. The position accounts for 0.55% of the portfolio, ranked #43.

HawsGoodwin Investment Management first reported a position in MO in Q2 2020 and has held it in 7 quarters since. The position peaked at $2.51M in Q1 2021. 1,849 funds tracked by Wall St. Rank hold MO as of Q4 2021.

HawsGoodwin Investment Management held 39,853 shares of Altria Group worth $1.89M as of Q4 2021.
HawsGoodwin Investment Management bought 966 Altria Group shares in Q4 2021, an estimated $44.3K.
Altria Group made up 0.55% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #43 holding.
HawsGoodwin Investment Management first reported a position in Altria Group in Q2 2020 and has held it in 7 quarters since.
HawsGoodwin Investment Management's Altria Group position peaked at $2.51M in Q1 2021.
1,849 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.