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Ifrah Financial Services’s Altria Group MO Stock Holding History

Ifrah Financial Services’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
2020
Q1 		– Sell
-7,116
Closed -$355K – 194
2019
Q4 		$355K Sell
7,116
-26
-0.4% -$1.23K 0.13% 133
2019
Q3 		$292K Buy
7,142
+264
+4% +$12.1K 0.11% 137
2019
Q2 		$326K Sell
6,878
-2
-0% -$105 0.12% 133
2019
Q1 		$395K Buy
6,880
+17
+0.2% +$869 0.15% 120
2018
Q4 		$339K Buy
6,863
+1,651
+32% +$95.7K 0.14% 122
2018
Q3 		$314K Sell
5,212
-98
-2% -$5.82K 0.11% 146
2018
Q2 		$302K Sell
5,310
-1
-0% -$58 0.11% 140
2018
Q1 		$331K Sell
5,311
-4,028
-43% -$267K 0.12% 142
2017
Q4 		$667K Buy
9,339
+11
+0.1% +$737 0.24% 77
2017
Q3 		$592K Sell
9,328
-4,944
-35% -$330K 0.22% 79
2017
Q2 		$1.06M Sell
14,272
-23
-0.2% -$1.68K 0.42% 50
2017
Q1 		$1.02M Sell
14,295
-385
-3% -$27.9K 0.41% 50
2016
Q4 		$993K Sell
14,680
-423
-3% -$27.2K 0.4% 51
2016
Q3 		$955K Buy
15,103
+12,029
+391% +$799K 0.38% 47
2016
Q2 		$212K Buy
+3,074
New +$197K 0.08% 177

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ifrah Financial Services's MO Position: Q1 2020 in Review

Ifrah Financial Services sold out of Altria Group (MO) in Q1 2020, closing a stake of 7,116 shares — an estimated $355K sold.

Ifrah Financial Services first reported a position in MO in Q2 2016 and held it in 15 quarters. The position peaked at $1.06M in Q2 2017. 1,577 funds tracked by Wall St. Rank hold MO as of Q1 2020.

  • Ifrah Financial Services reported no remaining Altria Group position as of Q1 2020 after selling out during the quarter.
  • Ifrah Financial Services sold 7,116 Altria Group shares in Q1 2020, an estimated $355K.
  • Ifrah Financial Services first reported a position in Altria Group in Q2 2016 and held it in 15 quarters.
  • Ifrah Financial Services's Altria Group position peaked at $1.06M in Q2 2017.
  • 1,577 funds tracked by Wall St. Rank held Altria Group as of Q1 2020.

Based on Ifrah Financial Services's 13F filing for Q1 2020, filed 7 May 2020.