McKinley Carter Wealth Services’s Altria Group MO Stock Holding History

McKinley Carter 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 Q2	–	Sell	-16,846	Closed	-$651K	–	142
2020 Q1	$651K	Sell	16,846 -1,553	-8%	-$68.9K	0.19%	81
2019 Q4	$918K	Buy	18,399 +344	+2%	+$16.2K	0.21%	84
2019 Q3	$738K	Buy	18,055 +2,050	+13%	+$94.3K	0.19%	92
2019 Q2	$758K	Buy	16,005 +1,065	+7%	+$55.8K	0.2%	86
2019 Q1	$858K	Buy	14,940 +656	+5%	+$33.5K	0.24%	78
2018 Q4	$705K	Buy	14,284 +1,428	+11%	+$82.7K	0.23%	83
2018 Q3	$775K	Buy	12,856 +594	+5%	+$35.3K	0.23%	81
2018 Q2	$696K	Buy	12,262 +1,405	+13%	+$81K	0.22%	83
2018 Q1	$677K	Buy	10,857 +1,282	+13%	+$84.9K	0.22%	86
2017 Q4	$684K	Buy	9,575 +2,301	+32%	+$154K	0.24%	81
2017 Q3	$461K	Buy	7,274 +6	+0.1%	+$400	0.18%	90
2017 Q2	$541K	Buy	7,268 +6	+0.1%	+$439	0.24%	73
2017 Q1	$519K	Buy	7,262 +6	+0.1%	+$434	0.24%	73
2016 Q4	$491K	Sell	7,256 -233	-3%	-$15K	0.25%	72
2016 Q3	$474K	Buy	7,489 +6	+0.1%	+$399	0.24%	75
2016 Q2	$516K	Sell	7,483 -214	-3%	-$13.7K	0.27%	73
2016 Q1	$482K	Buy	7,697 +227	+3%	+$13.7K	0.27%	76
2015 Q4	$435K	Buy	7,470 +7	+0.1%	+$406	0.25%	78
2015 Q3	$406K	Sell	7,463 -1,645	-18%	-$88.2K	0.25%	70
2015 Q2	$445K	Sell	9,108 -1,225	-12%	-$62.1K	0.24%	76
2015 Q1	$517K	Buy	10,333 +2,473	+31%	+$131K	0.33%	68
2014 Q4	$387K	Buy	7,860 +2,605	+50%	+$127K	0.3%	67
2014 Q3	$241K	Hold	5,255	–	–	0.23%	81
2014 Q2	$220K	Buy	+5,255	New	+$211K	0.23%	85
2014 Q1	–	Sell	-9,825	Closed	-$377K	–	118
2013 Q4	$377K	Sell	9,825 -252	-3%	-$9.3K	0.37%	73
2013 Q3	$346K	Buy	10,077 +2,204	+28%	+$77.7K	0.41%	55
2013 Q2	$275K	Buy	+7,873	New	+$283K	0.42%	49

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

McKinley Carter Wealth Services's MO Position: Q2 2020 in Review

McKinley Carter Wealth Services sold out of Altria Group (MO) in Q2 2020, closing a stake of 16,846 shares — an estimated $651K sold.

McKinley Carter Wealth Services first reported a position in MO in Q2 2013 and held it in 27 quarters. The position peaked at $918K in Q4 2019. 1,566 funds tracked by Wall St. Rank hold MO as of Q2 2020.

McKinley Carter Wealth Services reported no remaining Altria Group position as of Q2 2020 after selling out during the quarter.
McKinley Carter Wealth Services sold 16,846 Altria Group shares in Q2 2020, an estimated $651K.
McKinley Carter Wealth Services first reported a position in Altria Group in Q2 2013 and held it in 27 quarters.
McKinley Carter Wealth Services's Altria Group position peaked at $918K in Q4 2019.
1,566 funds tracked by Wall St. Rank held Altria Group as of Q2 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2020, filed 20 Jul 2020.