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Phoenix Wealth Advisors’s Altria Group MO Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-372
Closed -$17K – 269
2021
Q3 		$17K Hold
372
– – 0.01% 274
2021
Q2 		$17K Hold
372
– – 0.01% 267
2021
Q1 		$19K Hold
372
– – 0.01% 263
2020
Q4 		$15K Buy
+372
New +$14.9K 0.01% 277

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Phoenix Wealth Advisors's MO Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Altria Group (MO) in Q4 2021, closing a stake of 372 shares — an estimated $17K sold.

Phoenix Wealth Advisors first reported a position in MO in Q4 2020 and held it in 4 quarters. The position peaked at $19K in Q1 2021. 1,849 funds tracked by Wall St. Rank hold MO as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 372 Altria Group shares in Q4 2021, an estimated $17K.
  • Phoenix Wealth Advisors first reported a position in Altria Group in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Altria Group position peaked at $19K in Q1 2021.
  • 1,849 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.