Shine Investment Advisory Services’s Altria Group MO Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$117K	Buy	3,030 +534	+21%	+$22.2K	0.04%	176
2020 Q2	$98K	Buy	2,496 +1,279	+105%	+$49.9K	0.04%	200
2020 Q1	$47K	Buy	1,217 +217	+22%	+$9.63K	0.02%	274
2019 Q4	$50K	Hold	1,000	–	–	0.02%	321
2019 Q3	$41K	Sell	1,000 -11	-1%	-$506	0.02%	341
2019 Q2	$48K	Sell	1,011 -50	-5%	-$2.62K	0.02%	309
2019 Q1	$61K	Buy	1,061 +61	+6%	+$3.12K	0.03%	268
2018 Q4	$49K	Hold	1,000	–	–	0.02%	284
2018 Q3	$60K	Hold	1,000	–	–	0.03%	271
2018 Q2	$57K	Hold	1,000	–	–	0.03%	282
2018 Q1	$62K	Hold	1,000	–	–	0.03%	259
2017 Q4	$71K	Hold	1,000	–	–	0.04%	238
2017 Q3	$63K	Buy	+1,000	New	+$66.7K	0.03%	252

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shine Investment Advisory Services's MO Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Altria Group (MO) stake by 21% in Q3 2020, buying an estimated $22.2K and bringing the position to 3,030 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #176.

Shine Investment Advisory Services first reported a position in MO in Q3 2017 and has held it in 13 quarters since. 1,576 funds tracked by Wall St. Rank hold MO as of Q3 2020.

Shine Investment Advisory Services held 3,030 shares of Altria Group worth $117K as of Q3 2020.
Shine Investment Advisory Services bought 534 Altria Group shares in Q3 2020, an estimated $22.2K.
Altria Group made up 0.04% of Shine Investment Advisory Services's portfolio in Q3 2020, its #176 holding.
Shine Investment Advisory Services first reported a position in Altria Group in Q3 2017 and has held it in 13 quarters since.
1,576 funds tracked by Wall St. Rank held Altria Group as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.