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Liberty Wealth Management’s Altria Group MO Stock Holding History

Liberty 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
2021
Q4 		– Sell
-2,676
Closed -$121K – 744
2021
Q3 		$121K Buy
2,676
+821
+44% +$39.7K 0.04% 251
2021
Q2 		$88K Sell
1,855
-481
-21% -$23.6K 0.03% 226
2021
Q1 		$95K Hold
2,336
– – 0.05% 187
2020
Q4 		$95K Buy
2,336
+1,002
+75% +$40.2K 0.05% 185
2020
Q3 		$52K Buy
1,334
+46
+4% +$1.91K 0.03% 226
2020
Q2 		$51K Sell
1,288
-311
-19% -$12.1K 0.04% 219
2020
Q1 		$62K Sell
1,599
-111
-6% -$4.93K 0.05% 190
2019
Q4 		$85K Sell
1,710
-22
-1% -$1.04K 0.07% 179
2019
Q3 		$71K Sell
1,732
-878
-34% -$40.4K 0.07% 179
2019
Q2 		$124K Buy
2,610
+703
+37% +$36.8K 0.11% 146
2019
Q1 		$109K Sell
1,907
-323
-14% -$16.5K 0.08% 129
2018
Q4 		$110K Buy
+2,230
New +$129K 0.08% 121

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's MO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Altria Group (MO) in Q4 2021, closing a stake of 2,676 shares — an estimated $121K sold.

Liberty Wealth Management first reported a position in MO in Q4 2018 and held it in 12 quarters. The position peaked at $124K in Q2 2019. 1,850 funds tracked by Wall St. Rank hold MO as of Q4 2021.

  • Liberty Wealth Management reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2,676 Altria Group shares in Q4 2021, an estimated $121K.
  • Liberty Wealth Management first reported a position in Altria Group in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Altria Group position peaked at $124K in Q2 2019.
  • 1,850 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.