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IndexIQ Advisors’s Altria Group MO Stock Holding History

IndexIQ 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
2022
Q1 		$3.42M Buy
+65,549
New +$3.34M 0.12% 177
2019
Q1 		– Sell
-112,448
Closed -$5.55M – 648
2018
Q4 		$5.55M Buy
112,448
+40,877
+57% +$2.37M 0.16% 112
2018
Q3 		$4.32M Sell
71,571
-35,584
-33% -$2.11M 0.14% 129
2018
Q2 		$6.08M Buy
107,155
+35,661
+50% +$2.06M 0.19% 121
2018
Q1 		$4.46M Buy
+71,494
New +$4.73M 0.14% 94

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
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IndexIQ Advisors's MO Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Altria Group (MO) in Q1 2022: 65,549 shares worth $3.42M. The stake represents 0.12% of the portfolio and ranks #177 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in MO as recently as Q4 2018.

IndexIQ Advisors first reported a position in MO in Q1 2018 and has held it in 5 quarters since. The position peaked at $6.08M in Q2 2018. 1,916 funds tracked by Wall St. Rank hold MO as of Q1 2022.

  • IndexIQ Advisors held 65,549 shares of Altria Group worth $3.42M as of Q1 2022.
  • Altria Group was a new IndexIQ Advisors position in Q1 2022.
  • Altria Group made up 0.12% of IndexIQ Advisors's portfolio in Q1 2022, its #177 holding.
  • IndexIQ Advisors first reported a position in Altria Group in Q1 2018 and has held it in 5 quarters since.
  • IndexIQ Advisors's Altria Group position peaked at $6.08M in Q2 2018.
  • 1,916 funds tracked by Wall St. Rank held Altria Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.