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MPS Loria Financial Planners’s Altria Group MO Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-2,986
Closed -$152K – 399
2021
Q1 		$152K Sell
2,986
-101
-3% -$4.53K 0.07% 95
2020
Q4 		$126K Buy
3,087
+137
+5% +$5.5K 0.06% 103
2020
Q3 		$114K Buy
2,950
+52
+2% +$2.16K 0.06% 98
2020
Q2 		$114K Buy
+2,898
New +$113K 0.06% 91
2018
Q1 		– Sell
-3,083
Closed -$220K – 73
2017
Q4 		$220K Buy
+3,083
New +$207K 0.15% 71
2017
Q3 		– Sell
-3,058
Closed -$200K – 242
2017
Q2 		$200K Buy
+3,058
New +$224K 0.13% 70

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's MO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Altria Group (MO) in Q2 2021, closing a stake of 2,986 shares — an estimated $152K sold.

MPS Loria Financial Planners first reported a position in MO in Q2 2017 and held it in 6 quarters. The position peaked at $220K in Q4 2017. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 2,986 Altria Group shares in Q2 2021, an estimated $152K.
  • MPS Loria Financial Planners first reported a position in Altria Group in Q2 2017 and held it in 6 quarters.
  • MPS Loria Financial Planners's Altria Group position peaked at $220K in Q4 2017.
  • 1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.