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Pinnacle Family Advisors’s Altria Group MO Stock Holding History

Pinnacle Family 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
-9,633
Closed -$438K – 142
2021
Q3 		$438K Buy
9,633
+234
+2% +$11.3K 0.2% 72
2021
Q2 		$447K Buy
+9,399
New +$462K 0.2% 76
2018
Q2 		– Sell
-3,819
Closed -$238K – 71
2018
Q1 		$238K Sell
3,819
-110
-3% -$7.29K 0.14% 58
2017
Q4 		$281K Sell
3,929
-4
-0.1% -$268 0.13% 63
2017
Q3 		$249K Sell
3,933
-2
-0.1% -$133 0.12% 67
2017
Q2 		$293K Buy
3,935
+777
+25% +$56.8K 0.16% 57
2017
Q1 		$226K Buy
+3,158
New +$229K 0.14% 55

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

Pinnacle Family Advisors's MO Position: Q4 2021 in Review

Pinnacle Family Advisors sold out of Altria Group (MO) in Q4 2021, closing a stake of 9,633 shares — an estimated $438K sold.

Pinnacle Family Advisors first reported a position in MO in Q1 2017 and held it in 7 quarters. The position peaked at $447K in Q2 2021. 1,849 funds tracked by Wall St. Rank hold MO as of Q4 2021.

  • Pinnacle Family Advisors reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 9,633 Altria Group shares in Q4 2021, an estimated $438K.
  • Pinnacle Family Advisors first reported a position in Altria Group in Q1 2017 and held it in 7 quarters.
  • Pinnacle Family Advisors's Altria Group position peaked at $447K in Q2 2021.
  • 1,849 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Pinnacle Family Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.