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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 Sell
400
-5,128
-93% -$269K 0.02% 250
2019
Q1 		$100 Buy
+5,528
New +$283K 0.01% 262

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 1,850 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.
  • 1,850 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.