Ibex Investors’s Altria Group MO Stock Holding History

Ibex Investors’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	–	Sell	-5,000	Closed	-$256K	–	81
2021 Q1	$256K	Sell	5,000 -86	-2%	-$3.85K	0.09%	70
2020 Q4	$209K	Buy	+5,086	New	+$204K	0.08%	45

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

Ibex Investors's MO Position: Q2 2021 in Review

Ibex Investors sold out of Altria Group (MO) in Q2 2021, closing a stake of 5,000 shares — an estimated $256K sold.

Ibex Investors first reported a position in MO in Q4 2020 and held it in 2 quarters. The position peaked at $256K in Q1 2021. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

Ibex Investors reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
Ibex Investors sold 5,000 Altria Group shares in Q2 2021, an estimated $256K.
Ibex Investors first reported a position in Altria Group in Q4 2020 and held it in 2 quarters.
Ibex Investors's Altria Group position peaked at $256K in Q1 2021.
1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Ibex Investors's 13F filing for Q2 2021, filed 5 Aug 2021.