Lehman & Derafelo Financial Resources’s Altria Group MO Stock Holding History

Lehman & Derafelo Financial Resources’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	-4,467	Closed	-$237K	–	207
2022 Q1	$237K	Buy	4,467 +91	+2%	+$4.63K	0.07%	99
2021 Q4	$207K	Buy	+4,376	New	+$201K	0.06%	104
2021 Q3	–	Sell	-4,764	Closed	-$227K	–	210
2021 Q2	$227K	Sell	4,764 -395	-8%	-$19.4K	0.06%	108
2021 Q1	$264K	Buy	5,159 +6	+0.1%	+$269	0.07%	96
2020 Q4	$211K	Buy	+5,153	New	+$207K	0.06%	113
2020 Q1	–	Sell	-4,730	Closed	-$236K	–	207
2019 Q4	$236K	Sell	4,730 -413	-8%	-$19.5K	0.08%	89
2019 Q3	$210K	Sell	5,143 -502	-9%	-$23.1K	0.08%	94
2019 Q2	$275K	Buy	5,645 +404	+8%	+$21.2K	0.11%	79
2019 Q1	$301K	Buy	5,241 +605	+13%	+$30.9K	0.13%	72
2018 Q4	$229K	Buy	+4,636	New	+$269K	0.11%	75

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

Lehman & Derafelo Financial Resources's MO Position: Q2 2022 in Review

Lehman & Derafelo Financial Resources sold out of Altria Group (MO) in Q2 2022, closing a stake of 4,467 shares — an estimated $237K sold.

Lehman & Derafelo Financial Resources first reported a position in MO in Q4 2018 and held it in 10 quarters. The position peaked at $301K in Q1 2019. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

Lehman & Derafelo Financial Resources reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 4,467 Altria Group shares in Q2 2022, an estimated $237K.
Lehman & Derafelo Financial Resources first reported a position in Altria Group in Q4 2018 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's Altria Group position peaked at $301K in Q1 2019.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2022, filed 19 Jul 2022.