LWA
MO icon

Lenox Wealth Advisors’s Altria Group MO Stock Holding History

Lenox Wealth Advisors’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
Q1 		$74K Sell
1,375
-293
-18% -$14.9K 0.01% 198
2021
Q4 		$79K Sell
1,668
-47
-3% -$2.15K 0.01% 197
2021
Q3 		$78K Sell
1,715
-8,255
-83% -$399K 0.01% 180
2021
Q2 		$475K Buy
9,970
+1,250
+14% +$61.4K 0.06% 69
2021
Q1 		$446K Buy
+8,720
New +$391K 0.06% 55
2020
Q3 		– Sell
-250
Closed -$10K – 623
2020
Q2 		$10K Buy
+250
New +$9.75K ﹤0.01% 379
2020
Q1 		– Sell
-1,532
Closed -$76K – 885
2019
Q4 		$76K Sell
1,532
-836
-35% -$39.4K 0.01% 135
2019
Q3 		$97K Sell
2,368
-682
-22% -$31.4K 0.02% 115
2019
Q2 		$144K Hold
3,050
– – 0.03% 91
2019
Q1 		$175K Hold
3,050
– – 0.03% 76
2018
Q4 		$151K Sell
3,050
-1
-0% -$58 0.03% 81
2018
Q3 		$184K Sell
3,051
-197
-6% -$11.7K 0.04% 78
2018
Q2 		$184K Sell
3,248
-142
-4% -$8.19K 0.04% 61
2018
Q1 		$211K Buy
3,390
+265
+8% +$17.6K 0.05% 53
2017
Q4 		$223K Buy
3,125
+3,116
+34,622% +$209K 0.06% 37
2017
Q3 		$1K Sell
9
-991
-99% -$66.1K ﹤0.01% 208
2017
Q2 		$74K Hold
1,000
– – 0.02% 45
2017
Q1 		$71K Hold
1,000
– – 0.02% 41
2016
Q4 		$68K Sell
1,000
-223
-18% -$14.4K 0.02% 45
2016
Q3 		$77K Hold
1,223
– – 0.02% 62
2016
Q2 		$84K Buy
1,223
+1,000
+448% +$64K 0.02% 60
2016
Q1 		$14K Sell
223
-95
-30% -$5.75K ﹤0.01% 155
2015
Q4 		$19K Sell
318
-37
-10% -$2.14K 0.01% 144
2015
Q3 		$19K Buy
355
+260
+274% +$13.9K 0.01% 139
2015
Q2 		$5K Hold
95
– – ﹤0.01% 212
2015
Q1 		$5K Hold
95
– – ﹤0.01% 238
2014
Q4 		$5K Buy
+95
New +$4.63K ﹤0.01% 242

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lenox Wealth Advisors's MO Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Altria Group (MO) stake by 18% in Q1 2022, selling an estimated $14.9K and leaving 1,375 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #198.

Lenox Wealth Advisors first reported a position in MO in Q4 2014 and has held it in 27 quarters since. The position peaked at $475K in Q2 2021. 1,917 funds tracked by Wall St. Rank hold MO as of Q1 2022.

  • Lenox Wealth Advisors held 1,375 shares of Altria Group worth $74K as of Q1 2022.
  • Lenox Wealth Advisors sold 293 Altria Group shares in Q1 2022, an estimated $14.9K.
  • Altria Group made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #198 holding.
  • Lenox Wealth Advisors first reported a position in Altria Group in Q4 2014 and has held it in 27 quarters since.
  • Lenox Wealth Advisors's Altria Group position peaked at $475K in Q2 2021.
  • 1,917 funds tracked by Wall St. Rank held Altria Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.