MFG
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Monumental Financial Group’s Altria Group MO Stock Holding History

Monumental Financial Group’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
2021
Q3 		– Sell
-300
Closed -$14K – 65
2021
Q2 		$14K Buy
+300
New +$14.7K 0.01% 72

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monumental Financial Group's MO Position: Q3 2021 in Review

Monumental Financial Group sold out of Altria Group (MO) in Q3 2021, closing a stake of 300 shares — an estimated $14K sold.

Monumental Financial Group first reported a position in MO in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 1,705 funds tracked by Wall St. Rank hold MO as of Q3 2021.

  • Monumental Financial Group reported no remaining Altria Group position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 300 Altria Group shares in Q3 2021, an estimated $14K.
  • Monumental Financial Group first reported a position in Altria Group in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's Altria Group position peaked at $14K in Q2 2021.
  • 1,705 funds tracked by Wall St. Rank held Altria Group as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.