RPg Family Wealth Advisory’s Altria Group MO Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-60	Closed	-$3.19K	–	240
2022 Q1	$3.19K	Buy	+60	New	+$3.06K	﹤0.01%	325
2018 Q1	–	Sell	-158	Closed	-$11.3K	–	271
2017 Q4	$11.3K	Hold	158	–	–	0.01%	254
2017 Q3	$10K	Hold	158	–	–	0.01%	274
2017 Q2	$11.8K	Sell	158 -922	-85%	-$67.5K	0.01%	284
2017 Q1	$77.1K	Sell	1,080 -29	-3%	-$2.1K	0.06%	99
2016 Q4	$75K	Buy	1,109 +62	+6%	+$3.99K	0.06%	94
2016 Q3	$66.2K	Sell	1,047 -69	-6%	-$4.58K	0.05%	102
2016 Q2	$77K	Buy	1,116 +404	+57%	+$25.9K	0.03%	100
2016 Q1	$44.6K	Buy	+712	New	+$43.1K	0.03%	136

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

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

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

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

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

RPg Family Wealth Advisory's MO Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Altria Group (MO) in Q2 2022, closing a stake of 60 shares — an estimated $3.19K sold.

RPg Family Wealth Advisory first reported a position in MO in Q1 2016 and held it in 9 quarters. The position peaked at $77.1K in Q1 2017. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Altria Group position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 60 Altria Group shares in Q2 2022, an estimated $3.19K.
RPg Family Wealth Advisory first reported a position in Altria Group in Q1 2016 and held it in 9 quarters.
RPg Family Wealth Advisory's Altria Group position peaked at $77.1K in Q1 2017.
1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.