Leverty Financial Group’s Altria Group MO Stock Holding History

Leverty Financial Group’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	–	Sell	-86	Closed	-$4K	–	88
2021 Q4	$4K	Buy	+86	New	+$3.94K	﹤0.01%	113

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Leverty Financial Group's MO Position: Q1 2022 in Review

Leverty Financial Group sold out of Altria Group (MO) in Q1 2022, closing a stake of 86 shares — an estimated $4K sold.

Leverty Financial Group first reported a position in MO in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 1,916 funds tracked by Wall St. Rank hold MO as of Q1 2022.

Leverty Financial Group reported no remaining Altria Group position as of Q1 2022 after selling out during the quarter.
Leverty Financial Group sold 86 Altria Group shares in Q1 2022, an estimated $4K.
Leverty Financial Group first reported a position in Altria Group in Q4 2021 and held it in 1 quarter.
Leverty Financial Group's Altria Group position peaked at $4K in Q4 2021.
1,916 funds tracked by Wall St. Rank held Altria Group as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.