OPWM
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Oak Point Wealth Management’s Altria Group MO Stock Holding History

Oak Point 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
2018
Q1 		$91K Sell
1,500
-189
-11% -$12.5K 0.09% 102
2017
Q4 		$120K Buy
+1,689
New +$113K 0.12% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oak Point Wealth Management's MO Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Altria Group (MO) stake by 11% in Q1 2018, selling an estimated $12.5K and leaving 1,500 shares worth $91K. The position accounts for 0.09% of the portfolio, ranked #102.

Oak Point Wealth Management first reported a position in MO in Q4 2017 and has held it in 2 quarters since. The position peaked at $120K in Q4 2017. 1,676 funds tracked by Wall St. Rank hold MO as of Q1 2018.

  • Oak Point Wealth Management held 1,500 shares of Altria Group worth $91K as of Q1 2018.
  • Oak Point Wealth Management sold 189 Altria Group shares in Q1 2018, an estimated $12.5K.
  • Altria Group made up 0.09% of Oak Point Wealth Management's portfolio in Q1 2018, its #102 holding.
  • Oak Point Wealth Management first reported a position in Altria Group in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Altria Group position peaked at $120K in Q4 2017.
  • 1,676 funds tracked by Wall St. Rank held Altria Group as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.