PW
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Price Wealth’s Altria Group MO Stock Holding History

Price 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
2020
Q3 		$7K Hold
173
– – ﹤0.01% 315
2020
Q2 		$7K Buy
+173
New +$6.75K ﹤0.01% 207
2020
Q1 		– Sell
-69
Closed -$3K – 477
2019
Q4 		$3K Buy
69
+26
+60% +$1.23K ﹤0.01% 222
2019
Q3 		$2K Hold
43
– – ﹤0.01% 252
2019
Q2 		$2K Buy
+43
New +$2.25K ﹤0.01% 251
2018
Q3 		– Sell
-828
Closed -$47K – 340
2018
Q2 		$47K Buy
828
+490
+145% +$28.3K 0.02% 116
2018
Q1 		$21K Sell
338
-338
-50% -$22.4K 0.01% 106
2017
Q4 		$48K Buy
+676
New +$45.3K 0.03% 59

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Price Wealth's MO Position: Q3 2020 in Review

Price Wealth held its Altria Group (MO) position steady in Q3 2020 at 173 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Price Wealth first reported a position in MO in Q4 2017 and has held it in 8 quarters since. The position peaked at $48K in Q4 2017. 1,575 funds tracked by Wall St. Rank hold MO as of Q3 2020.

  • Price Wealth held 173 shares of Altria Group worth $7K as of Q3 2020.
  • Price Wealth left its Altria Group share count unchanged in Q3 2020.
  • Altria Group made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #315 holding.
  • Price Wealth first reported a position in Altria Group in Q4 2017 and has held it in 8 quarters since.
  • Price Wealth's Altria Group position peaked at $48K in Q4 2017.
  • 1,575 funds tracked by Wall St. Rank held Altria Group as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.