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Kore Private Wealth’s Altria Group MO Stock Holding History

Kore Private Wealth’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
-6,149
Closed -$280K – 411
2021
Q3 		$280K Sell
6,149
-279
-4% -$13.5K 0.03% 343
2021
Q2 		$306K Buy
+6,428
New +$316K 0.03% 313
2020
Q3 		– Sell
-2,962
Closed -$116K – 773
2020
Q2 		$116K Sell
2,962
-21
-0.7% -$819 0.02% 316
2020
Q1 		$115K Buy
2,983
+146
+5% +$6.48K 0.03% 293
2019
Q4 		$142K Buy
+2,837
New +$134K 0.03% 307
2019
Q2 		– Sell
-3,703
Closed -$216K – 583
2019
Q1 		$216K Buy
3,703
+2,375
+179% +$121K 0.05% 196
2018
Q4 		$67K Buy
+1,328
New +$76.9K 0.02% 323

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

Kore Private Wealth's MO Position: Q4 2021 in Review

Kore Private Wealth sold out of Altria Group (MO) in Q4 2021, closing a stake of 6,149 shares — an estimated $280K sold.

Kore Private Wealth first reported a position in MO in Q4 2018 and held it in 7 quarters. The position peaked at $306K in Q2 2021. 1,850 funds tracked by Wall St. Rank hold MO as of Q4 2021.

  • Kore Private Wealth reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 6,149 Altria Group shares in Q4 2021, an estimated $280K.
  • Kore Private Wealth first reported a position in Altria Group in Q4 2018 and held it in 7 quarters.
  • Kore Private Wealth's Altria Group position peaked at $306K in Q2 2021.
  • 1,850 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.