Ironwood Financial’s Altria Group MO Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-1,012	Closed	-$46K	–	379
2021 Q3	$46K	Hold	1,012	–	–	0.01%	197
2021 Q2	$48K	Buy	1,012 +69	+7%	+$3.39K	0.01%	193
2021 Q1	$48K	Hold	943	–	–	0.02%	178
2020 Q4	$39K	Hold	943	–	–	0.01%	183
2020 Q3	$36K	Hold	943	–	–	0.02%	138
2020 Q2	$37K	Buy	943 +104	+12%	+$4.06K	0.02%	123
2020 Q1	$32K	Sell	839 -200	-19%	-$8.88K	0.02%	113
2019 Q4	$52K	Hold	1,039	–	–	0.02%	112
2019 Q3	$42K	Hold	1,039	–	–	0.02%	132
2019 Q2	$49K	Hold	1,039	–	–	0.02%	115
2019 Q1	$60K	Hold	1,039	–	–	0.03%	97
2018 Q4	$51K	Sell	1,039 -15	-1%	-$869	0.03%	96
2018 Q3	$64K	Buy	1,054 +200	+23%	+$11.9K	0.03%	91
2018 Q2	$48K	Hold	854	–	–	0.03%	89
2018 Q1	$53K	Hold	854	–	–	0.06%	69
2017 Q4	$61K	Hold	854	–	–	0.04%	73
2017 Q3	$54K	Buy	854 +839	+5,593%	+$55.9K	0.03%	82
2017 Q2	$1K	Hold	15	–	–	﹤0.01%	253
2017 Q1	$1K	Hold	15	–	–	﹤0.01%	254
2016 Q4	$1K	Hold	15	–	–	﹤0.01%	258
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	260
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	265
2016 Q1	$1K	Buy	+15	New	+$907	﹤0.01%	270
2015 Q3	$9K	Buy	+166	New	+$8.9K	﹤0.01%	214

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironwood Financial's MO Position: Q4 2021 in Review

Ironwood Financial sold out of Altria Group (MO) in Q4 2021, closing a stake of 1,012 shares — an estimated $46K sold.

Ironwood Financial first reported a position in MO in Q3 2015 and held it in 24 quarters. The position peaked at $64K in Q3 2018. 1,849 funds tracked by Wall St. Rank hold MO as of Q4 2021.

Ironwood Financial reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1,012 Altria Group shares in Q4 2021, an estimated $46K.
Ironwood Financial first reported a position in Altria Group in Q3 2015 and held it in 24 quarters.
Ironwood Financial's Altria Group position peaked at $64K in Q3 2018.
1,849 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.