Independence Advisors’s Altria Group MO Stock Holding History

Independence 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
2020 Q2	–	Sell	-5,407	Closed	-$209K	–	167
2020 Q1	$209K	Sell	5,407 -7	-0.1%	-$311	0.06%	78
2019 Q4	$270K	Sell	5,414 -8	-0.1%	-$377	0.07%	76
2019 Q3	$222K	Buy	5,422 +10	+0.2%	+$460	0.05%	95
2019 Q2	$256K	Sell	5,412 -91	-2%	-$4.77K	0.07%	80
2019 Q1	$316K	Hold	5,503	–	–	0.09%	64
2018 Q4	$272K	Sell	5,503 -1,019	-16%	-$59K	0.09%	65
2018 Q3	$393K	Buy	6,522 +215	+3%	+$12.8K	0.12%	52
2018 Q2	$358K	Buy	6,307 +148	+2%	+$8.54K	0.11%	53
2018 Q1	$384K	Sell	6,159 -162	-3%	-$10.7K	0.13%	50
2017 Q4	$451K	Sell	6,321 -619	-9%	-$41.5K	0.15%	44
2017 Q3	$440K	Sell	6,940 -281	-4%	-$18.7K	0.18%	41
2017 Q2	$538K	Buy	7,221 +34	+0.5%	+$2.49K	0.21%	40
2017 Q1	$513K	Sell	7,187 -50	-0.7%	-$3.62K	0.22%	39
2016 Q4	$489K	Sell	7,237 -90	-1%	-$5.8K	0.22%	42
2016 Q3	$463K	Buy	7,327 +2,546	+53%	+$169K	0.22%	40
2016 Q2	$330K	Buy	+4,781	New	+$306K	0.17%	34

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independence Advisors's MO Position: Q2 2020 in Review

Independence Advisors sold out of Altria Group (MO) in Q2 2020, closing a stake of 5,407 shares — an estimated $209K sold.

Independence Advisors first reported a position in MO in Q2 2016 and held it in 16 quarters. The position peaked at $538K in Q2 2017. 1,566 funds tracked by Wall St. Rank hold MO as of Q2 2020.

Independence Advisors reported no remaining Altria Group position as of Q2 2020 after selling out during the quarter.
Independence Advisors sold 5,407 Altria Group shares in Q2 2020, an estimated $209K.
Independence Advisors first reported a position in Altria Group in Q2 2016 and held it in 16 quarters.
Independence Advisors's Altria Group position peaked at $538K in Q2 2017.
1,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2020.

Based on Independence Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.