Lowe Wealth Advisors’s Altria Group MO Stock Holding History

Lowe 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	–	Sell	-200	Closed	-$9K	–	329
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	199
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	194
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	184
2021 Q1	$10K	Hold	200	–	–	0.01%	179
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	183
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	177
2020 Q2	$8K	Hold	200	–	–	﹤0.01%	168
2020 Q1	$8K	Hold	200	–	–	0.01%	164
2019 Q4	$10K	Hold	200	–	–	0.01%	166
2019 Q3	$8K	Sell	200 -50	-20%	-$2.3K	﹤0.01%	171
2019 Q2	$12K	Hold	250	–	–	0.01%	153
2019 Q1	$14K	Hold	250	–	–	0.01%	124
2018 Q4	$12K	Hold	250	–	–	0.01%	127
2018 Q3	$15K	Hold	250	–	–	0.01%	125
2018 Q2	$14K	Hold	250	–	–	0.01%	124
2018 Q1	$16K	Hold	250	–	–	0.01%	123
2017 Q4	$18K	Sell	250 -150	-38%	-$10.1K	0.01%	122
2017 Q3	$25K	Buy	400 +150	+60%	+$10K	0.02%	101
2017 Q2	$19K	Hold	250	–	–	0.01%	103
2017 Q1	$18K	Hold	250	–	–	0.01%	105
2016 Q4	$17K	Hold	250	–	–	0.01%	107
2016 Q3	$16K	Hold	250	–	–	0.01%	114
2016 Q2	$17K	Hold	250	–	–	0.01%	106
2016 Q1	$16K	Hold	250	–	–	0.01%	108
2015 Q4	$15K	Hold	250	–	–	0.01%	106
2015 Q3	$14K	Sell	250 -2,650	-91%	-$142K	0.01%	106
2015 Q2	$142K	Hold	2,900	–	–	0.1%	40
2015 Q1	$145K	Buy	2,900 +300	+12%	+$15.9K	0.1%	36
2014 Q4	$128K	Buy	+2,600	New	+$127K	0.09%	40

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

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

Lowe Wealth Advisors sold out of Altria Group (MO) in Q1 2022, closing a stake of 200 shares — an estimated $9K sold.

Lowe Wealth Advisors first reported a position in MO in Q4 2014 and held it in 29 quarters. The position peaked at $145K in Q1 2015. 1,916 funds tracked by Wall St. Rank hold MO as of Q1 2022.

Lowe Wealth Advisors reported no remaining Altria Group position as of Q1 2022 after selling out during the quarter.
Lowe Wealth Advisors sold 200 Altria Group shares in Q1 2022, an estimated $9K.
Lowe Wealth Advisors first reported a position in Altria Group in Q4 2014 and held it in 29 quarters.
Lowe Wealth Advisors's Altria Group position peaked at $145K in Q1 2015.
1,916 funds tracked by Wall St. Rank held Altria Group as of Q1 2022.

Based on Lowe Wealth Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.