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Hayden Royal’s Altria Group MO Stock Holding History

Hayden Royal’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
Q3 		– Sell
-19,664
Closed -$955K – 157
2021
Q2 		$955K Sell
19,664
-327
-2% -$16.1K 0.53% 46
2021
Q1 		$1.04M Sell
19,991
-539
-3% -$24.2K 0.6% 40
2020
Q4 		$859K Buy
20,530
+10,099
+97% +$405K 0.47% 47
2020
Q3 		$411K Buy
+10,431
New +$434K 0.22% 112
2020
Q2 		– Sell
-11,127
Closed -$439K – 224
2020
Q1 		$439K Sell
11,127
-606
-5% -$26.9K 0.26% 101
2019
Q4 		$531K Buy
11,733
+565
+5% +$26.7K 0.27% 93
2019
Q3 		$457K Sell
11,168
-2,322
-17% -$107K 0.4% 80
2019
Q2 		$664K Sell
13,490
-605
-4% -$31.7K 0.71% 41
2019
Q1 		$821K Sell
14,095
-3,169
-18% -$162K 1.07% 28
2018
Q4 		$853K Buy
+17,264
New +$1M 0.44% 54

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hayden Royal's MO Position: Q3 2021 in Review

Hayden Royal sold out of Altria Group (MO) in Q3 2021, closing a stake of 19,664 shares — an estimated $955K sold.

Hayden Royal first reported a position in MO in Q4 2018 and held it in 10 quarters. The position peaked at $1.04M in Q1 2021. 1,704 funds tracked by Wall St. Rank hold MO as of Q3 2021.

  • Hayden Royal reported no remaining Altria Group position as of Q3 2021 after selling out during the quarter.
  • Hayden Royal sold 19,664 Altria Group shares in Q3 2021, an estimated $955K.
  • Hayden Royal first reported a position in Altria Group in Q4 2018 and held it in 10 quarters.
  • Hayden Royal's Altria Group position peaked at $1.04M in Q1 2021.
  • 1,704 funds tracked by Wall St. Rank held Altria Group as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.