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Personal Capital Advisors’s Altria Group MO Stock Holding History

Personal Capital 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
Q4 		$524K Sell
11,454
-358
-3% -$16.2K ﹤0.01% 295
2022
Q3 		$477K Buy
11,812
+505
+4% +$22K ﹤0.01% 290
2022
Q2 		$472K Buy
11,307
+2,139
+23% +$111K ﹤0.01% 280
2022
Q1 		$479K Sell
9,168
-3,258
-26% -$166K ﹤0.01% 314
2021
Q4 		$588K Buy
12,426
+1,152
+10% +$52.8K ﹤0.01% 312
2021
Q3 		$513K Sell
11,274
-435
-4% -$21K ﹤0.01% 309
2021
Q2 		$558K Buy
11,709
+1,780
+18% +$87.5K ﹤0.01% 297
2021
Q1 		$508K Sell
9,929
-3,349
-25% -$150K ﹤0.01% 303
2020
Q4 		$544K Buy
13,278
+5,243
+65% +$211K ﹤0.01% 289
2020
Q3 		$310K Buy
8,035
+918
+13% +$38.2K ﹤0.01% 325
2020
Q2 		$279K Sell
7,117
-3,711
-34% -$145K ﹤0.01% 301
2020
Q1 		$415K Buy
10,828
+1,146
+12% +$50.9K ﹤0.01% 263
2019
Q4 		$483K Buy
9,682
+1,385
+17% +$65.3K ﹤0.01% 268
2019
Q3 		$339K Sell
8,297
-792
-9% -$36.4K ﹤0.01% 277
2019
Q2 		$430K Buy
9,089
+273
+3% +$14.3K ﹤0.01% 249
2019
Q1 		$506K Sell
8,816
-1,512
-15% -$77.3K 0.01% 233
2018
Q4 		$510K Buy
10,328
+1,593
+18% +$92.3K 0.01% 227
2018
Q3 		$527K Sell
8,735
-682
-7% -$40.5K 0.01% 222
2018
Q2 		$535K Buy
9,417
+810
+9% +$46.7K 0.01% 198
2018
Q1 		$536K Buy
8,607
+310
+4% +$20.5K 0.01% 186
2017
Q4 		$593K Buy
8,297
+1,005
+14% +$67.3K 0.01% 186
2017
Q3 		$462K Buy
7,292
+370
+5% +$24.7K 0.01% 183
2017
Q2 		$516K Buy
6,922
+844
+14% +$61.7K 0.01% 182
2017
Q1 		$443K Sell
6,078
-1,077
-15% -$77.9K 0.01% 163
2016
Q4 		$484K Buy
7,155
+2,513
+54% +$162K 0.01% 147
2016
Q3 		$292K Sell
4,642
-1,347
-22% -$89.5K 0.01% 152
2016
Q2 		$413K Buy
5,989
+1,044
+21% +$66.9K 0.02% 145
2016
Q1 		$310K Buy
+4,945
New +$299K 0.01% 140
2015
Q4 		– Sell
-4,575
Closed -$249K – 161
2015
Q3 		$249K Buy
+4,575
New +$245K 0.02% 138

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Personal Capital Advisors's MO Position: Q4 2022 in Review

Personal Capital Advisors reduced its Altria Group (MO) stake by 3% in Q4 2022, selling an estimated $16.2K and leaving 11,454 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Personal Capital Advisors first reported a position in MO in Q3 2015 and has held it in 29 quarters since. The position peaked at $593K in Q4 2017. 1,898 funds tracked by Wall St. Rank hold MO as of Q4 2022.

  • Personal Capital Advisors held 11,454 shares of Altria Group worth $524K as of Q4 2022.
  • Personal Capital Advisors sold 358 Altria Group shares in Q4 2022, an estimated $16.2K.
  • Altria Group made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #295 holding.
  • Personal Capital Advisors first reported a position in Altria Group in Q3 2015 and has held it in 29 quarters since.
  • Personal Capital Advisors's Altria Group position peaked at $593K in Q4 2017.
  • 1,898 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.