Mountain Capital Investment Advisors’s Altria Group MO Stock Holding History

Mountain Capital Investment Advisors’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	-21,848	Closed	-$1.19M	–	89
2022 Q1	$1.19M	Sell	21,848 -2,323	-10%	-$118K	0.56%	60
2021 Q4	$1.2M	Buy	24,171 +5,738	+31%	+$263K	0.54%	64
2021 Q3	$861K	Buy	18,433 +1,321	+8%	+$63.8K	0.46%	80
2021 Q2	$795K	Sell	17,112 -2,096	-11%	-$103K	0.37%	85
2021 Q1	$983K	Buy	19,208 +2,658	+16%	+$119K	0.49%	78
2020 Q4	$684K	Sell	16,550 -3,618	-18%	-$145K	0.41%	87
2020 Q3	$816K	Buy	+20,168	New	+$839K	0.53%	66
2017 Q4	–	Sell	-2,514	Closed	-$159K	–	273
2017 Q3	$159K	Sell	2,514 -750	-23%	-$50K	0.14%	37
2017 Q2	$243K	Buy	+3,264	New	+$239K	0.24%	31

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

Mountain Capital Investment Advisors's MO Position: Q2 2022 in Review

Mountain Capital Investment Advisors sold out of Altria Group (MO) in Q2 2022, closing a stake of 21,848 shares — an estimated $1.19M sold.

Mountain Capital Investment Advisors first reported a position in MO in Q2 2017 and held it in 9 quarters. The position peaked at $1.2M in Q4 2021. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

Mountain Capital Investment Advisors reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 21,848 Altria Group shares in Q2 2022, an estimated $1.19M.
Mountain Capital Investment Advisors first reported a position in Altria Group in Q2 2017 and held it in 9 quarters.
Mountain Capital Investment Advisors's Altria Group position peaked at $1.2M in Q4 2021.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.