RGT Wealth Advisors’s Altria Group MO Stock Holding History

RGT Wealth 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 Q3	$320K	Sell	7,930 -3,950	-33%	-$172K	0.05%	57
2022 Q2	$496K	Buy	+11,880	New	+$615K	0.08%	53
2022 Q1	–	Sell	-1,075	Closed	-$51K	–	246
2021 Q4	$51K	Buy	+1,075	New	+$49.3K	0.01%	139
2017 Q2	–	Sell	-3,504	Closed	-$250K	–	104
2017 Q1	$250K	Buy	3,504 +348	+11%	+$25.2K	0.17%	72
2016 Q4	$213K	Sell	3,156 -500	-14%	-$32.2K	0.12%	110
2016 Q3	$231K	Buy	+3,656	New	+$243K	0.14%	94

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

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

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

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

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

RGT Wealth Advisors's MO Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Altria Group (MO) stake by 33% in Q3 2022, selling an estimated $172K and leaving 7,930 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #57.

RGT Wealth Advisors first reported a position in MO in Q3 2016 and has held it in 6 quarters since. The position peaked at $496K in Q2 2022. 1,762 funds tracked by Wall St. Rank hold MO as of Q3 2022.

RGT Wealth Advisors held 7,930 shares of Altria Group worth $320K as of Q3 2022.
RGT Wealth Advisors sold 3,950 Altria Group shares in Q3 2022, an estimated $172K.
Altria Group made up 0.05% of RGT Wealth Advisors's portfolio in Q3 2022, its #57 holding.
RGT Wealth Advisors first reported a position in Altria Group in Q3 2016 and has held it in 6 quarters since.
RGT Wealth Advisors's Altria Group position peaked at $496K in Q2 2022.
1,762 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.