Lion Street Advisors’s Altria Group MO Stock Holding History

Lion Street 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
2020 Q2	–	Sell	-93	Closed	-$4K	–	257
2020 Q1	$4K	Buy	+93	New	+$4.13K	0.02%	292

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

Lion Street Advisors's MO Position: Q2 2020 in Review

Lion Street Advisors sold out of Altria Group (MO) in Q2 2020, closing a stake of 93 shares — an estimated $4K sold.

Lion Street Advisors first reported a position in MO in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 1,567 funds tracked by Wall St. Rank hold MO as of Q2 2020.

Lion Street Advisors reported no remaining Altria Group position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 93 Altria Group shares in Q2 2020, an estimated $4K.
Lion Street Advisors first reported a position in Altria Group in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Altria Group position peaked at $4K in Q1 2020.
1,567 funds tracked by Wall St. Rank held Altria Group as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.