Regal Wealth Group’s Altria Group MO Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-70	Closed	-$4K	–	174
2021 Q1	$4K	Hold	70	–	–	﹤0.01%	207
2020 Q4	$3K	Sell	70 -132	-65%	-$5.3K	﹤0.01%	187
2020 Q3	$8K	Hold	202	–	–	0.01%	156
2020 Q2	$8K	Hold	202	–	–	0.01%	150
2020 Q1	$8K	Hold	202	–	–	0.01%	134
2019 Q4	$10K	Hold	202	–	–	0.01%	154
2019 Q3	$8K	Hold	202	–	–	0.01%	137
2019 Q2	$10K	Hold	202	–	–	0.01%	120
2019 Q1	$12K	Hold	202	–	–	0.01%	114
2018 Q4	$10K	Hold	202	–	–	0.01%	116
2018 Q3	$12K	Hold	202	–	–	0.01%	118
2018 Q2	$11K	Hold	202	–	–	0.01%	125
2018 Q1	$13K	Hold	202	–	–	0.01%	118
2017 Q4	$14K	Hold	202	–	–	0.01%	115
2017 Q3	$13K	Hold	202	–	–	0.01%	110
2017 Q2	$15K	Hold	202	–	–	0.01%	109
2017 Q1	$14K	Hold	202	–	–	0.01%	110
2016 Q4	$14K	Hold	202	–	–	0.01%	106
2016 Q3	$13K	Hold	202	–	–	0.01%	111
2016 Q2	$14K	Buy	202 +70	+53%	+$4.48K	0.01%	109
2016 Q1	$8K	Hold	132	–	–	0.01%	124
2015 Q4	$8K	Buy	+132	New	+$7.65K	0.01%	126

Other funds holding MO

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Wealth Group's MO Position: Q2 2021 in Review

Regal Wealth Group sold out of Altria Group (MO) in Q2 2021, closing a stake of 70 shares — an estimated $4K sold.

Regal Wealth Group first reported a position in MO in Q4 2015 and held it in 22 quarters. The position peaked at $15K in Q2 2017. 1,745 funds tracked by Wall St. Rank hold MO as of Q2 2021.

Regal Wealth Group reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 70 Altria Group shares in Q2 2021, an estimated $4K.
Regal Wealth Group first reported a position in Altria Group in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's Altria Group position peaked at $15K in Q2 2017.
1,745 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.