Minot Wealth Management’s Altria Group MO Stock Holding History

Minot 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	$299K	Buy	7,164 +501	+8%	+$25.9K	0.08%	147
2022 Q1	$348K	Buy	6,663 +143	+2%	+$7.28K	0.07%	148
2021 Q4	$309K	Sell	6,520 -1,051	-14%	-$48.2K	0.06%	160
2021 Q3	$345K	Buy	7,571 +1,433	+23%	+$69.2K	0.07%	150
2021 Q2	$288K	Buy	6,138 +539	+10%	+$26.5K	0.06%	161
2021 Q1	$286K	Buy	+5,599	New	+$251K	0.07%	140

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Minot Wealth Management increased its Altria Group (MO) stake by 7.5% in Q2 2022, buying an estimated $25.9K and bringing the position to 7,164 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #147.

Minot Wealth Management first reported a position in MO in Q1 2021 and has held it in 6 quarters since. The position peaked at $348K in Q1 2022. 1,810 funds tracked by Wall St. Rank hold MO as of Q2 2022.

Minot Wealth Management held 7,164 shares of Altria Group worth $299K as of Q2 2022.
Minot Wealth Management bought 501 Altria Group shares in Q2 2022, an estimated $25.9K.
Altria Group made up 0.08% of Minot Wealth Management's portfolio in Q2 2022, its #147 holding.
Minot Wealth Management first reported a position in Altria Group in Q1 2021 and has held it in 6 quarters since.
Minot Wealth Management's Altria Group position peaked at $348K in Q1 2022.
1,810 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.