Legacy Wealth Planning’s Altria Group MO Stock Holding History

Legacy Wealth Planning’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	–	Sell	-4,658	Closed	-$243K	–	100
2022 Q1	$243K	Sell	4,658 -142	-3%	-$7.23K	0.29%	79
2021 Q4	$227K	Sell	4,800 -1,369	-22%	-$62.7K	0.26%	83
2021 Q3	$281K	Hold	6,169	–	–	0.31%	70
2021 Q2	$294K	Hold	6,169	–	–	0.33%	65
2021 Q1	$316K	Sell	6,169 -120	-2%	-$5.38K	0.4%	56
2020 Q4	$258K	Buy	6,289 +10	+0.2%	+$402	0.33%	60
2020 Q3	$243K	Sell	6,279 -115	-2%	-$4.79K	0.28%	62
2020 Q2	$251K	Sell	6,394 -148	-2%	-$5.77K	0.3%	55
2020 Q1	$253K	Buy	6,542 +488	+8%	+$21.7K	0.41%	53
2019 Q4	$302K	Buy	+6,054	New	+$286K	0.34%	50

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

Legacy Wealth Planning's MO Position: Q2 2022 in Review

Legacy Wealth Planning sold out of Altria Group (MO) in Q2 2022, closing a stake of 4,658 shares — an estimated $243K sold.

Legacy Wealth Planning first reported a position in MO in Q4 2019 and held it in 10 quarters. The position peaked at $316K in Q1 2021. 1,810 funds tracked by Wall St. Rank hold MO as of Q2 2022.

Legacy Wealth Planning reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Planning sold 4,658 Altria Group shares in Q2 2022, an estimated $243K.
Legacy Wealth Planning first reported a position in Altria Group in Q4 2019 and held it in 10 quarters.
Legacy Wealth Planning's Altria Group position peaked at $316K in Q1 2021.
1,810 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.