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Milestone Advisory Partners’s Altria Group MO Stock Holding History

Milestone Advisory Partners’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
-4,025
Closed -$210K – 76
2022
Q1 		$210K Buy
+4,025
New +$205K 0.11% 81

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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Milestone Advisory Partners's MO Position: Q2 2022 in Review

Milestone Advisory Partners sold out of Altria Group (MO) in Q2 2022, closing a stake of 4,025 shares — an estimated $210K sold.

Milestone Advisory Partners first reported a position in MO in Q1 2022 and held it in 1 quarter. The position peaked at $210K in Q1 2022. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

  • Milestone Advisory Partners reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
  • Milestone Advisory Partners sold 4,025 Altria Group shares in Q2 2022, an estimated $210K.
  • Milestone Advisory Partners first reported a position in Altria Group in Q1 2022 and held it in 1 quarter.
  • Milestone Advisory Partners's Altria Group position peaked at $210K in Q1 2022.
  • 1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Milestone Advisory Partners's 13F filing for Q2 2022, filed 18 Jul 2022.