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Seven Springs Wealth Group’s Altria Group MO Stock Holding History

Seven Springs Wealth Group’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
2021
Q2 		– Sell
-1,500
Closed -$77K – 120
2021
Q1 		$77K Sell
1,500
-37
-2% -$1.66K 0.04% 72
2020
Q4 		$63K Buy
1,537
+37
+2% +$1.49K 0.03% 74
2020
Q3 		$58K Hold
1,500
– – 0.04% 73
2020
Q2 		$59K Hold
1,500
– – 0.04% 69
2020
Q1 		$58K Hold
1,500
– – 0.04% 70
2019
Q4 		$75K Buy
+1,500
New +$70.8K 0.05% 80

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Seven Springs Wealth Group's MO Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Altria Group (MO) in Q2 2021, closing a stake of 1,500 shares — an estimated $77K sold.

Seven Springs Wealth Group first reported a position in MO in Q4 2019 and held it in 6 quarters. The position peaked at $77K in Q1 2021. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 1,500 Altria Group shares in Q2 2021, an estimated $77K.
  • Seven Springs Wealth Group first reported a position in Altria Group in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's Altria Group position peaked at $77K in Q1 2021.
  • 1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.