Powell Investment Advisors’s Altria Group MO Stock Holding History

Powell Investment 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
2022 Q2	–	Sell	-4,255	Closed	-$226K	–	146
2022 Q1	$226K	Buy	4,255 +55	+1%	+$2.8K	0.13%	93
2021 Q4	$203K	Buy	+4,200	New	+$192K	0.12%	102
2021 Q3	–	Sell	-4,180	Closed	-$203K	–	127
2021 Q2	$203K	Sell	4,180 -825	-16%	-$40.5K	0.12%	96
2021 Q1	$260K	Buy	5,005 +11	+0.2%	+$493	0.17%	81
2020 Q4	$209K	Sell	4,994 -474	-9%	-$19K	0.16%	83
2020 Q3	$216K	Sell	5,468 -1,322	-19%	-$55K	0.19%	83
2020 Q2	$272K	Buy	6,790 +11	+0.2%	+$429	0.26%	66
2020 Q1	$268K	Buy	6,779 +8	+0.1%	+$355	0.32%	62
2019 Q4	$344K	Buy	+6,771	New	+$319K	0.36%	60

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Powell Investment Advisors's MO Position: Q2 2022 in Review

Powell Investment Advisors sold out of Altria Group (MO) in Q2 2022, closing a stake of 4,255 shares — an estimated $226K sold.

Powell Investment Advisors first reported a position in MO in Q4 2019 and held it in 9 quarters. The position peaked at $344K in Q4 2019. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

Powell Investment Advisors reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
Powell Investment Advisors sold 4,255 Altria Group shares in Q2 2022, an estimated $226K.
Powell Investment Advisors first reported a position in Altria Group in Q4 2019 and held it in 9 quarters.
Powell Investment Advisors's Altria Group position peaked at $344K in Q4 2019.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Powell Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.