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Mirabella Financial Services’s Altria Group MO Stock Holding History

Mirabella Financial 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
2022
Q2 		– Sell
-35,815
Closed -$1.87M – 624
2022
Q1 		$1.87M Buy
+35,815
New +$1.82M 0.21% 97
2021
Q3 		– Sell
-9,290
Closed -$443K – 500
2021
Q2 		$443K Sell
9,290
-19,188
-67% -$943K 0.08% 174
2021
Q1 		$1.46M Buy
+28,478
New +$1.28M 0.45% 66

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Mirabella Financial Services's MO Position: Q2 2022 in Review

Mirabella Financial Services sold out of Altria Group (MO) in Q2 2022, closing a stake of 35,815 shares — an estimated $1.87M sold.

Mirabella Financial Services first reported a position in MO in Q1 2021 and held it in 3 quarters. The position peaked at $1.87M in Q1 2022. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

  • Mirabella Financial Services reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
  • Mirabella Financial Services sold 35,815 Altria Group shares in Q2 2022, an estimated $1.87M.
  • Mirabella Financial Services first reported a position in Altria Group in Q1 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Altria Group position peaked at $1.87M in Q1 2022.
  • 1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Mirabella Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.