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Outlook Wealth Advisors’s Altria Group MO Stock Holding History

Outlook Wealth 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
2019
Q4 		– Sell
-5,081
Closed -$208K – 151
2019
Q3 		$208K Sell
5,081
-3,925
-44% -$181K 0.12% 151
2019
Q2 		$426K Buy
9,006
+225
+3% +$11.8K 0.28% 90
2019
Q1 		$504K Buy
8,781
+5,980
+213% +$306K 0.42% 65
2018
Q4 		$1.38M Buy
+2,801
New +$162K 0.63% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Outlook Wealth Advisors's MO Position: Q4 2019 in Review

Outlook Wealth Advisors sold out of Altria Group (MO) in Q4 2019, closing a stake of 5,081 shares — an estimated $208K sold.

Outlook Wealth Advisors first reported a position in MO in Q4 2018 and held it in 4 quarters. The position peaked at $1.38M in Q4 2018. 1,758 funds tracked by Wall St. Rank hold MO as of Q4 2019.

  • Outlook Wealth Advisors reported no remaining Altria Group position as of Q4 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 5,081 Altria Group shares in Q4 2019, an estimated $208K.
  • Outlook Wealth Advisors first reported a position in Altria Group in Q4 2018 and held it in 4 quarters.
  • Outlook Wealth Advisors's Altria Group position peaked at $1.38M in Q4 2018.
  • 1,758 funds tracked by Wall St. Rank held Altria Group as of Q4 2019.

Based on Outlook Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.