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Resource Management’s Altria Group MO Stock Holding History

Resource 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
2021
Q4 		$838K Sell
17,681
-1,139
-6% -$52.2K 0.09% 79
2021
Q3 		$857K Buy
18,820
+52
+0.3% +$2.51K 0.1% 71
2021
Q2 		$895K Buy
18,768
+148
+0.8% +$7.27K 0.1% 72
2021
Q1 		$953K Buy
18,620
+52
+0.3% +$2.33K 0.11% 67
2020
Q4 		$761K Buy
18,568
+2,095
+13% +$84.1K 0.1% 72
2020
Q3 		$637K Buy
16,473
+474
+3% +$19.7K 0.1% 73
2020
Q2 		$627K Buy
15,999
+43
+0.3% +$1.68K 0.11% 64
2020
Q1 		$617K Sell
15,956
-942
-6% -$41.8K 0.13% 58
2019
Q4 		$843K Sell
16,898
-229
-1% -$10.8K 0.14% 56
2019
Q3 		$700K Sell
17,127
-2,154
-11% -$99.1K 0.12% 63
2019
Q2 		$913K Buy
19,281
+58
+0.3% +$3.04K 0.16% 50
2019
Q1 		$1.1M Buy
19,223
+254
+1% +$13K 0.2% 46
2018
Q4 		$936K Buy
18,969
+469
+3% +$27.2K 0.2% 46
2018
Q3 		$1.12M Sell
18,500
-171
-0.9% -$10.2K 0.2% 41
2018
Q2 		$1.06M Sell
18,671
-530
-3% -$30.6K 0.21% 43
2018
Q1 		$1.2M Buy
19,201
+162
+0.9% +$10.7K 0.26% 37
2017
Q4 		$1.25M Buy
+19,039
New +$1.28M 0.25% 38

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resource Management's MO Position: Q4 2021 in Review

Resource Management reduced its Altria Group (MO) stake by 6.1% in Q4 2021, selling an estimated $52.2K and leaving 17,681 shares worth $838K. The position accounts for 0.09% of the portfolio, ranked #79.

Resource Management first reported a position in MO in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.25M in Q4 2017. 1,850 funds tracked by Wall St. Rank hold MO as of Q4 2021.

  • Resource Management held 17,681 shares of Altria Group worth $838K as of Q4 2021.
  • Resource Management sold 1,139 Altria Group shares in Q4 2021, an estimated $52.2K.
  • Altria Group made up 0.09% of Resource Management's portfolio in Q4 2021, its #79 holding.
  • Resource Management first reported a position in Altria Group in Q4 2017 and has held it in 17 quarters since.
  • Resource Management's Altria Group position peaked at $1.25M in Q4 2017.
  • 1,850 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.