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Sargent Bickham Lagudis’s Altria Group MO Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$137K Buy
2,995
+72
+2% +$3.26K 0.01% 305
2022
Q3 		$118K Sell
2,923
-292
-9% -$12.7K 0.01% 291
2022
Q2 		$134K Buy
3,215
+75
+2% +$3.88K 0.01% 288
2022
Q1 		$164K Sell
3,140
-41
-1% -$2.09K 0.01% 271
2021
Q4 		$151K Sell
3,181
-30,042
-90% -$1.38M 0.01% 276
2021
Q3 		$1.51M Sell
33,223
-121
-0.4% -$5.84K 0.12% 111
2021
Q2 		$1.59M Buy
33,344
+30,436
+1,047% +$1.5M 0.13% 108
2021
Q1 		$149K Sell
2,908
-5,610
-66% -$251K 0.01% 283
2020
Q4 		$349K Buy
8,518
+1,699
+25% +$68.2K 0.03% 183
2020
Q3 		$263K Buy
6,819
+2,609
+62% +$109K 0.03% 187
2020
Q2 		$165K Sell
4,210
-175
-4% -$6.83K 0.02% 221
2020
Q1 		$170K Buy
4,385
+3,475
+382% +$154K 0.02% 206
2019
Q4 		$45K Buy
910
+11
+1% +$519 0.01% 401
2019
Q3 		$37K Buy
899
+5
+0.6% +$230 ﹤0.01% 389
2019
Q2 		$42K Buy
894
+5
+0.6% +$262 0.01% 390
2019
Q1 		$51K Buy
889
+6
+0.7% +$307 0.01% 388
2018
Q4 		$44K Buy
883
+154
+21% +$8.92K 0.01% 382
2018
Q3 		$44K Sell
729
-106
-13% -$6.29K 0.01% 388
2018
Q2 		$47K Sell
835
-82
-9% -$4.73K 0.01% 363
2018
Q1 		$57K Sell
917
-136
-13% -$9.01K 0.01% 341
2017
Q4 		$75K Sell
1,053
-1,733
-62% -$116K 0.01% 308
2017
Q3 		$177K Buy
2,786
+1,741
+167% +$116K 0.02% 228
2017
Q2 		$78K Sell
1,045
-258
-20% -$18.9K 0.01% 297
2017
Q1 		$93K Sell
1,303
-753
-37% -$54.5K 0.01% 280
2016
Q4 		$139K Sell
2,056
-446
-18% -$28.7K 0.02% 233
2016
Q3 		$158 Buy
2,502
+746
+42% +$49.6K 0.02% 223
2016
Q2 		$121K Hold
1,756
– – 0.02% 248
2016
Q1 		$110K Buy
+1,756
New +$106K 0.02% 268

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sargent Bickham Lagudis's MO Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Altria Group (MO) stake by 2.5% in Q4 2022, buying an estimated $3.26K and bringing the position to 2,995 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #305.

Sargent Bickham Lagudis first reported a position in MO in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.59M in Q2 2021. 1,895 funds tracked by Wall St. Rank hold MO as of Q4 2022.

  • Sargent Bickham Lagudis held 2,995 shares of Altria Group worth $137K as of Q4 2022.
  • Sargent Bickham Lagudis bought 72 Altria Group shares in Q4 2022, an estimated $3.26K.
  • Altria Group made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #305 holding.
  • Sargent Bickham Lagudis first reported a position in Altria Group in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Altria Group position peaked at $1.59M in Q2 2021.
  • 1,895 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.