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Planning Solutions Group’s Altria Group MO Stock Holding History

Planning Solutions Group’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
2019
Q2 		$333K Hold
7,035
– – 0.17% 98
2019
Q1 		$404K Hold
7,035
– – 0.22% 84
2018
Q4 		$347K Buy
+7,035
New +$408K 0.21% 86

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Solutions Group's MO Position: Q2 2019 in Review

Planning Solutions Group held its Altria Group (MO) position steady in Q2 2019 at 7,035 shares worth $333K. The position accounts for 0.17% of the portfolio, ranked #98.

Planning Solutions Group first reported a position in MO in Q4 2018 and has held it in 3 quarters since. The position peaked at $404K in Q1 2019. 1,674 funds tracked by Wall St. Rank hold MO as of Q2 2019.

  • Planning Solutions Group held 7,035 shares of Altria Group worth $333K as of Q2 2019.
  • Planning Solutions Group left its Altria Group share count unchanged in Q2 2019.
  • Altria Group made up 0.17% of Planning Solutions Group's portfolio in Q2 2019, its #98 holding.
  • Planning Solutions Group first reported a position in Altria Group in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Altria Group position peaked at $404K in Q1 2019.
  • 1,674 funds tracked by Wall St. Rank held Altria Group as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.