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Pinnacle Private Wealth’s Altria Group MO Stock Holding History

Pinnacle Private Wealth’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
Q2 		$495K Buy
11,855
+275
+2% +$14.2K 0.19% 124
2022
Q1 		$605K Sell
11,580
-557
-5% -$28.4K 0.19% 122
2021
Q4 		$575K Buy
+12,137
New +$556K 0.18% 134

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pinnacle Private Wealth's MO Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Altria Group (MO) stake by 2.4% in Q2 2022, buying an estimated $14.2K and bringing the position to 11,855 shares worth $495K. The position accounts for 0.19% of the portfolio, ranked #124.

Pinnacle Private Wealth first reported a position in MO in Q4 2021 and has held it in 3 quarters since. The position peaked at $605K in Q1 2022. 1,810 funds tracked by Wall St. Rank hold MO as of Q2 2022.

  • Pinnacle Private Wealth held 11,855 shares of Altria Group worth $495K as of Q2 2022.
  • Pinnacle Private Wealth bought 275 Altria Group shares in Q2 2022, an estimated $14.2K.
  • Altria Group made up 0.19% of Pinnacle Private Wealth's portfolio in Q2 2022, its #124 holding.
  • Pinnacle Private Wealth first reported a position in Altria Group in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Altria Group position peaked at $605K in Q1 2022.
  • 1,810 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.