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Johanson Financial Advisors’s Altria Group MO Stock Holding History

Johanson Financial 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
Q1 		– Sell
-5,241
Closed -$262K – 185
2019
Q4 		$262K Sell
5,241
-101
-2% -$4.76K 0.12% 87
2019
Q3 		$217K Buy
5,342
+773
+17% +$35.6K 0.11% 92
2019
Q2 		$218K Buy
4,569
+379
+9% +$19.8K 0.12% 95
2019
Q1 		$242K Buy
+4,190
New +$214K 0.14% 88

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Johanson Financial Advisors's MO Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Altria Group (MO) in Q1 2020, closing a stake of 5,241 shares — an estimated $262K sold.

Johanson Financial Advisors first reported a position in MO in Q1 2019 and held it in 4 quarters. The position peaked at $262K in Q4 2019. 1,575 funds tracked by Wall St. Rank hold MO as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Altria Group position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 5,241 Altria Group shares in Q1 2020, an estimated $262K.
  • Johanson Financial Advisors first reported a position in Altria Group in Q1 2019 and held it in 4 quarters.
  • Johanson Financial Advisors's Altria Group position peaked at $262K in Q4 2019.
  • 1,575 funds tracked by Wall St. Rank held Altria Group as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.