SBK Financial’s Altria Group MO Stock Holding History

SBK Financial’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	-975	Closed	-$46K	–	106
2021 Q4	$46K	Buy	+975	New	+$44.7K	0.04%	99

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SBK Financial's MO Position: Q1 2022 in Review

SBK Financial sold out of Altria Group (MO) in Q1 2022, closing a stake of 975 shares — an estimated $46K sold.

SBK Financial first reported a position in MO in Q4 2021 and held it in 1 quarter. The position peaked at $46K in Q4 2021. 1,916 funds tracked by Wall St. Rank hold MO as of Q1 2022.

SBK Financial reported no remaining Altria Group position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 975 Altria Group shares in Q1 2022, an estimated $46K.
SBK Financial first reported a position in Altria Group in Q4 2021 and held it in 1 quarter.
SBK Financial's Altria Group position peaked at $46K in Q4 2021.
1,916 funds tracked by Wall St. Rank held Altria Group as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.