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Investors Financial Group’s Altria Group MO Stock Holding History

Investors Financial Group’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
-4,988
Closed -$255K – 209
2021
Q1 		$255K Buy
+4,988
New +$224K 0.15% 152
2020
Q1 		– Sell
-5,475
Closed -$273K – 137
2019
Q4 		$273K Buy
+5,475
New +$258K 0.22% 102

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

Investors Financial Group's MO Position: Q2 2021 in Review

Investors Financial Group sold out of Altria Group (MO) in Q2 2021, closing a stake of 4,988 shares — an estimated $255K sold.

Investors Financial Group first reported a position in MO in Q4 2019 and held it in 2 quarters. The position peaked at $273K in Q4 2019. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

  • Investors Financial Group reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
  • Investors Financial Group sold 4,988 Altria Group shares in Q2 2021, an estimated $255K.
  • Investors Financial Group first reported a position in Altria Group in Q4 2019 and held it in 2 quarters.
  • Investors Financial Group's Altria Group position peaked at $273K in Q4 2019.
  • 1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Investors Financial Group's 13F filing for Q2 2021, filed 29 Jul 2021.