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Point View Wealth Management’s Altria Group MO Stock Holding History

Point View Wealth Management’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
2020
Q4 		$1.25M Buy
30,494
+4,190
+16% +$168K 0.51% 60
2020
Q3 		$1.02M Sell
26,304
-539
-2% -$22.4K 0.48% 64
2020
Q2 		$1.05M Sell
26,843
-1,190
-4% -$46.4K 0.51% 63
2020
Q1 		$1.08M Buy
28,033
+8,089
+41% +$359K 0.59% 52
2019
Q4 		$995K Buy
19,944
+1,786
+10% +$84.2K 0.41% 81
2019
Q3 		$743K Sell
18,158
-549
-3% -$25.3K 0.34% 98
2019
Q2 		$886K Buy
18,707
+949
+5% +$49.7K 0.38% 88
2019
Q1 		$1.02M Buy
17,758
+31
+0.2% +$1.58K 0.45% 75
2018
Q4 		$876K Buy
17,727
+2,659
+18% +$154K 0.44% 78
2018
Q3 		$909K Sell
15,068
-508
-3% -$30.2K 0.4% 82
2018
Q2 		$885K Buy
15,576
+496
+3% +$28.6K 0.41% 83
2018
Q1 		$940K Sell
15,080
-475
-3% -$31.5K 0.45% 72
2017
Q4 		$1.11M Buy
15,555
+192
+1% +$12.9K 0.53% 59
2017
Q3 		$975K Buy
15,363
+1,570
+11% +$105K 0.47% 71
2017
Q2 		$1.03M Sell
13,793
-246
-2% -$18K 0.51% 68
2017
Q1 		$1M Buy
14,039
+905
+7% +$65.5K 0.52% 69
2016
Q4 		$888K Sell
13,134
-657
-5% -$42.3K 0.51% 67
2016
Q3 		$872K Sell
13,791
-337
-2% -$22.4K 0.52% 62
2016
Q2 		$974K Buy
14,128
+118
+0.8% +$7.56K 0.59% 49
2016
Q1 		$878K Buy
14,010
+287
+2% +$17.4K 0.57% 55
2015
Q4 		$799K Sell
13,723
-623
-4% -$36.1K 0.58% 57
2015
Q3 		$780K Buy
14,346
+43
+0.3% +$2.31K 0.62% 54
2015
Q2 		$700K Buy
14,303
+1,030
+8% +$52.2K 0.54% 64
2015
Q1 		$664K Buy
13,273
+500
+4% +$26.5K 0.51% 67
2014
Q4 		$629K Sell
12,773
-85
-0.7% -$4.14K 0.47% 70
2014
Q3 		$591K Buy
12,858
+1
+0% +$43 0.5% 70
2014
Q2 		$539K Sell
12,857
-168
-1% -$6.76K 0.47% 77
2014
Q1 		$487K Sell
13,025
-291
-2% -$10.6K 0.44% 81
2013
Q4 		$511K Buy
+13,316
New +$492K 0.49% 74

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Point View Wealth Management's MO Position: Q4 2020 in Review

Point View Wealth Management increased its Altria Group (MO) stake by 16% in Q4 2020, buying an estimated $168K and bringing the position to 30,494 shares worth $1.25M. The position accounts for 0.51% of the portfolio, ranked #60.

Point View Wealth Management first reported a position in MO in Q4 2013 and has held it in 29 quarters since. 1,654 funds tracked by Wall St. Rank hold MO as of Q4 2020.

  • Point View Wealth Management held 30,494 shares of Altria Group worth $1.25M as of Q4 2020.
  • Point View Wealth Management bought 4,190 Altria Group shares in Q4 2020, an estimated $168K.
  • Altria Group made up 0.51% of Point View Wealth Management's portfolio in Q4 2020, its #60 holding.
  • Point View Wealth Management first reported a position in Altria Group in Q4 2013 and has held it in 29 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.