Lake Point Wealth Management’s Altria Group MO Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$72K	Buy	1,714 +1	+0.1%	+$52	0.04%	52
2022 Q1	$89K	Buy	1,713 +1	+0.1%	+$51	0.04%	44
2021 Q4	$81K	Buy	1,712 +1	+0.1%	+$46	0.04%	52
2021 Q3	$78K	Buy	1,711 +1	+0.1%	+$48	0.04%	46
2021 Q2	$82K	Buy	+1,710	New	+$84K	0.04%	45
2020 Q1	$69K	Buy	1,795 +1,524	+562%	+$67.6K	0.06%	36
2019 Q4	$14K	Buy	+271	New	+$12.8K	﹤0.01%	239
2019 Q2	$16K	Hold	335	–	–	0.01%	270
2019 Q1	$16K	Sell	335 -14,997	-98%	-$766K	0.01%	270
2018 Q4	$757K	Buy	+15,332	New	+$888K	0.28%	60

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Lake Point Wealth Management's MO Position: Q2 2022 in Review

Lake Point Wealth Management increased its Altria Group (MO) stake by 0.06% in Q2 2022, buying an estimated $52 and bringing the position to 1,714 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #52.

Lake Point Wealth Management first reported a position in MO in Q4 2018 and has held it in 10 quarters since. The position peaked at $757K in Q4 2018. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

Lake Point Wealth Management held 1,714 shares of Altria Group worth $72K as of Q2 2022.
Lake Point Wealth Management bought 1 Altria Group share in Q2 2022, an estimated $52.
Altria Group made up 0.04% of Lake Point Wealth Management's portfolio in Q2 2022, its #52 holding.
Lake Point Wealth Management first reported a position in Altria Group in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Altria Group position peaked at $757K in Q4 2018.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.