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Richwood Investment Advisors’s Altria Group MO Stock Holding History

Richwood 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
Q1 		– Sell
-660
Closed -$31K – 199
2021
Q4 		$31K Buy
+660
New +$30.2K 0.03% 188

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Richwood Investment Advisors's MO Position: Q1 2022 in Review

Richwood Investment Advisors sold out of Altria Group (MO) in Q1 2022, closing a stake of 660 shares — an estimated $31K sold.

Richwood Investment Advisors first reported a position in MO in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 1,917 funds tracked by Wall St. Rank hold MO as of Q1 2022.

  • Richwood Investment Advisors reported no remaining Altria Group position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 660 Altria Group shares in Q1 2022, an estimated $31K.
  • Richwood Investment Advisors first reported a position in Altria Group in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's Altria Group position peaked at $31K in Q4 2021.
  • 1,917 funds tracked by Wall St. Rank held Altria Group as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.