Lenox Wealth Management’s Altria Group MO Stock Holding History

Lenox 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
2020 Q2	$2K	Hold	51	–	–	﹤0.01%	647
2020 Q1	$2K	Buy	51 +25	+96%	+$1.11K	﹤0.01%	612
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	677
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	672
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	649
2019 Q1	$2K	Buy	+26	New	+$1.33K	﹤0.01%	615
2017 Q1	–	Sell	-109	Closed	-$7.89K	–	230
2016 Q4	$7K	Sell	109 -113	-51%	-$7.28K	0.01%	184
2016 Q3	$14K	Sell	222 -252	-53%	-$16.7K	0.01%	153
2016 Q2	$33K	Buy	474 +224	+90%	+$14.3K	0.02%	124
2016 Q1	$16K	Hold	250	–	–	0.01%	150
2015 Q4	$15K	Hold	250	–	–	0.01%	157
2015 Q3	$14K	Hold	250	–	–	0.01%	103
2015 Q2	$12K	Hold	250	–	–	0.01%	113
2015 Q1	$13K	Hold	250	–	–	0.01%	112
2014 Q4	$12K	Hold	250	–	–	0.01%	117
2014 Q3	$11K	Hold	250	–	–	0.01%	126
2014 Q2	$10K	Hold	250	–	–	0.01%	128
2014 Q1	$9K	Hold	250	–	–	﹤0.01%	148
2013 Q4	$10K	Buy	+250	New	+$9.23K	0.01%	145

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Management's MO Position: Q2 2020 in Review

Lenox Wealth Management held its Altria Group (MO) position steady in Q2 2020 at 51 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Lenox Wealth Management first reported a position in MO in Q4 2013 and has held it in 19 quarters since. The position peaked at $33K in Q2 2016. 1,566 funds tracked by Wall St. Rank hold MO as of Q2 2020.

Lenox Wealth Management held 51 shares of Altria Group worth $2K as of Q2 2020.
Lenox Wealth Management left its Altria Group share count unchanged in Q2 2020.
Altria Group made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #647 holding.
Lenox Wealth Management first reported a position in Altria Group in Q4 2013 and has held it in 19 quarters since.
Lenox Wealth Management's Altria Group position peaked at $33K in Q2 2016.
1,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.