Joseph P. Lucia & Associates’s Altria Group MO Stock Holding History

Joseph P. Lucia & Associates’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	-100	Closed	-$5K	–	389
2021 Q3	$5K	Buy	+100	New	+$4.83K	﹤0.01%	439
2021 Q2	–	Sell	-600	Closed	-$31K	–	601
2021 Q1	$31K	Buy	+600	New	+$26.9K	0.01%	249
2020 Q2	–	Sell	-100	Closed	-$4K	–	487
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	356
2019 Q4	$5K	Sell	100 -100	-50%	-$4.72K	﹤0.01%	361
2019 Q3	$8K	Sell	200 -200	-50%	-$9.2K	0.01%	335
2019 Q2	$19K	Buy	400 +300	+300%	+$15.7K	0.02%	250
2019 Q1	$5.53K	Buy	+100	New	+$5.11K	0.01%	264

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joseph P. Lucia & Associates's MO Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Altria Group (MO) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

Joseph P. Lucia & Associates first reported a position in MO in Q1 2019 and held it in 7 quarters. The position peaked at $31K in Q1 2021. 1,848 funds tracked by Wall St. Rank hold MO as of Q4 2021.

Joseph P. Lucia & Associates reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 100 Altria Group shares in Q4 2021, an estimated $5K.
Joseph P. Lucia & Associates first reported a position in Altria Group in Q1 2019 and held it in 7 quarters.
Joseph P. Lucia & Associates's Altria Group position peaked at $31K in Q1 2021.
1,848 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.