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Personal Wealth Partners’s Altria Group MO Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-397
Closed -$19K – 273
2021
Q2 		$19K Buy
+397
New +$19.5K 0.01% 217
2020
Q1 		– Sell
-162
Closed -$8K – 391
2019
Q4 		$8K Hold
162
– – ﹤0.01% 246
2019
Q3 		$7K Buy
162
+97
+149% +$4.46K ﹤0.01% 258
2019
Q2 		$3K Buy
+65
New +$3.4K ﹤0.01% 264

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's MO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Altria Group (MO) in Q3 2021, closing a stake of 397 shares — an estimated $19K sold.

Personal Wealth Partners first reported a position in MO in Q2 2019 and held it in 4 quarters. The position peaked at $19K in Q2 2021. 1,704 funds tracked by Wall St. Rank hold MO as of Q3 2021.

  • Personal Wealth Partners reported no remaining Altria Group position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 397 Altria Group shares in Q3 2021, an estimated $19K.
  • Personal Wealth Partners first reported a position in Altria Group in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Altria Group position peaked at $19K in Q2 2021.
  • 1,704 funds tracked by Wall St. Rank held Altria Group as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.