Merriman Wealth Management’s Altria Group MO Stock Holding History

Merriman 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
2022 Q2	–	Sell	-4,751	Closed	-$248K	–	191
2022 Q1	$248K	Sell	4,751 -116	-2%	-$5.91K	0.02%	182
2021 Q4	$231K	Sell	4,867 -7,306	-60%	-$335K	0.02%	195
2021 Q3	$554K	Buy	12,173 +25	+0.2%	+$1.21K	0.05%	132
2021 Q2	$579K	Buy	12,148 +4,336	+56%	+$213K	0.05%	149
2021 Q1	$400K	Buy	+7,812	New	+$350K	0.05%	142
2019 Q1	–	Sell	-6,873	Closed	-$346K	–	217
2018 Q4	$346K	Sell	6,873 -411	-6%	-$23.8K	0.07%	108
2018 Q3	$439K	Sell	7,284 -41	-0.6%	-$2.43K	0.09%	118
2018 Q2	$416K	Sell	7,325 -851	-10%	-$49.1K	0.1%	120
2018 Q1	$509K	Sell	8,176 -103	-1%	-$6.82K	0.13%	121
2017 Q4	$591K	Buy	8,279 +1,411	+21%	+$94.5K	0.14%	108
2017 Q3	$436K	Buy	+6,868	New	+$458K	0.1%	112

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Merriman Wealth Management's MO Position: Q2 2022 in Review

Merriman Wealth Management sold out of Altria Group (MO) in Q2 2022, closing a stake of 4,751 shares — an estimated $248K sold.

Merriman Wealth Management first reported a position in MO in Q3 2017 and held it in 11 quarters. The position peaked at $591K in Q4 2017. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

Merriman Wealth Management reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
Merriman Wealth Management sold 4,751 Altria Group shares in Q2 2022, an estimated $248K.
Merriman Wealth Management first reported a position in Altria Group in Q3 2017 and held it in 11 quarters.
Merriman Wealth Management's Altria Group position peaked at $591K in Q4 2017.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Merriman Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.