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Polaris Wealth Advisory Group’s Altria Group MO Stock Holding History

Polaris Wealth Advisory 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 		– Sell
-29,126
Closed -$1.68M – 163
2019
Q1 		$1.68M Buy
29,126
+12,634
+77% +$646K 0.13% 85
2018
Q4 		$815K Buy
16,492
+13,861
+527% +$803K 0.08% 88
2018
Q3 		$159K Buy
2,631
+2,149
+446% +$128K 0.01% 170
2018
Q2 		$30K Sell
482
-11,602
-96% -$669K ﹤0.01% 154
2018
Q1 		$753K Buy
12,084
+7,035
+139% +$466K 0.06% 96
2017
Q4 		$361K Buy
5,049
+222
+5% +$14.9K 0.03% 114
2017
Q3 		$306K Sell
4,827
-204
-4% -$13.6K 0.03% 119
2017
Q2 		$375K Buy
5,031
+880
+21% +$64.4K 0.04% 100
2017
Q1 		$296K Hold
4,151
– – 0.03% 92
2016
Q4 		$281K Buy
4,151
+173
+4% +$11.1K 0.03% 95
2016
Q3 		$252K Sell
3,978
-573
-13% -$38.1K 0.03% 95
2016
Q2 		$314K Sell
4,551
-3,351
-42% -$215K 0.05% 81
2016
Q1 		$495K Sell
7,902
-7,950
-50% -$481K 0.08% 70
2015
Q4 		$923K Buy
+15,852
New +$919K 0.15% 59
2013
Q3 		– Sell
-1
Closed -$35 – 154
2013
Q2 		$35 Buy
+1
New +$36 ﹤0.01% 150

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

Polaris Wealth Advisory Group's MO Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of Altria Group (MO) in Q2 2019, closing a stake of 29,126 shares — an estimated $1.68M sold.

Polaris Wealth Advisory Group first reported a position in MO in Q2 2013 and held it in 15 quarters. The position peaked at $1.68M in Q1 2019. 1,674 funds tracked by Wall St. Rank hold MO as of Q2 2019.

  • Polaris Wealth Advisory Group reported no remaining Altria Group position as of Q2 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 29,126 Altria Group shares in Q2 2019, an estimated $1.68M.
  • Polaris Wealth Advisory Group first reported a position in Altria Group in Q2 2013 and held it in 15 quarters.
  • Polaris Wealth Advisory Group's Altria Group position peaked at $1.68M in Q1 2019.
  • 1,674 funds tracked by Wall St. Rank held Altria Group as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.