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Insight Wealth Strategies’s Altria Group MO Stock Holding History

Insight Wealth Strategies’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
-4,135
Closed -$212K – 216
2021
Q1 		$212K Buy
+4,135
New +$185K 0.03% 213

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Wealth Strategies's MO Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Altria Group (MO) in Q2 2021, closing a stake of 4,135 shares — an estimated $212K sold.

Insight Wealth Strategies first reported a position in MO in Q1 2021 and held it in 1 quarter. The position peaked at $212K in Q1 2021. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,135 Altria Group shares in Q2 2021, an estimated $212K.
  • Insight Wealth Strategies first reported a position in Altria Group in Q1 2021 and held it in 1 quarter.
  • Insight Wealth Strategies's Altria Group position peaked at $212K in Q1 2021.
  • 1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.