Lucia Wealth Services’s Altria Group MO Stock Holding History

Lucia Wealth Services’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 Q3	$49K	Hold	1,275	–	–	0.01%	161
2020 Q2	$50K	Sell	1,275 -400	-24%	-$15.6K	0.01%	156
2020 Q1	$65K	Buy	1,675 +400	+31%	+$17.8K	0.02%	159
2019 Q4	$64K	Buy	1,275 +1,000	+364%	+$47.2K	0.02%	147
2019 Q3	$11K	Sell	275 -500	-65%	-$23K	﹤0.01%	158
2019 Q2	$37K	Sell	775 -464	-37%	-$24.3K	0.01%	150
2019 Q1	$71K	Buy	1,239 +410	+49%	+$21K	0.02%	151
2018 Q4	$41K	Sell	829 -773	-48%	-$44.8K	0.02%	147
2018 Q3	$97K	Buy	1,602 +68	+4%	+$4.04K	0.03%	164
2018 Q2	$87K	Buy	1,534 +252	+20%	+$14.5K	0.04%	145
2018 Q1	$80K	Sell	1,282 -1,555	-55%	-$103K	0.03%	131
2017 Q4	$203K	Buy	+2,837	New	+$190K	0.09%	116

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lucia Wealth Services's MO Position: Q3 2020 in Review

Lucia Wealth Services held its Altria Group (MO) position steady in Q3 2020 at 1,275 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #161.

Lucia Wealth Services first reported a position in MO in Q4 2017 and has held it in 12 quarters since. The position peaked at $203K in Q4 2017. 1,575 funds tracked by Wall St. Rank hold MO as of Q3 2020.

Lucia Wealth Services held 1,275 shares of Altria Group worth $49K as of Q3 2020.
Lucia Wealth Services left its Altria Group share count unchanged in Q3 2020.
Altria Group made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #161 holding.
Lucia Wealth Services first reported a position in Altria Group in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Altria Group position peaked at $203K in Q4 2017.
1,575 funds tracked by Wall St. Rank held Altria Group as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.