Hoover Financial Advisors’s Altria Group MO Stock Holding History

Hoover Financial 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
2021 Q2	$12M	Buy	252,613 +191,879	+316%	+$9.43M	2.14%	11
2021 Q1	$3.06M	Buy	60,734 +59,627	+5,386%	+$2.67M	0.57%	31
2020 Q4	$46K	Buy	+1,107	New	+$44.4K	0.01%	246
2020 Q3	–	Sell	-3,990	Closed	-$157K	–	366
2020 Q2	$157K	Buy	+3,990	New	+$156K	0.06%	110
2020 Q1	–	Sell	-4,190	Closed	-$209K	–	94
2019 Q4	$209K	Buy	+4,190	New	+$198K	0.1%	85
2019 Q2	–	Sell	-4,090	Closed	-$235K	–	66
2019 Q1	$235K	Sell	4,090 -100	-2%	-$5.11K	0.22%	53
2018 Q4	$207K	Buy	+4,190	New	+$243K	0.23%	57

Other funds holding MO

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

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

Hoover Financial Advisors's MO Position: Q2 2021 in Review

Hoover Financial Advisors increased its Altria Group (MO) stake by 316% in Q2 2021, buying an estimated $9.43M and bringing the position to 252,613 shares worth $12M. The position accounts for 2.14% of the portfolio, ranked #11.

Hoover Financial Advisors first reported a position in MO in Q4 2018 and has held it in 7 quarters since. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

Hoover Financial Advisors held 252,613 shares of Altria Group worth $12M as of Q2 2021.
Hoover Financial Advisors bought 191,879 Altria Group shares in Q2 2021, an estimated $9.43M.
Altria Group made up 2.14% of Hoover Financial Advisors's portfolio in Q2 2021, its #11 holding.
Hoover Financial Advisors first reported a position in Altria Group in Q4 2018 and has held it in 7 quarters since.
1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.