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ShoreHaven Wealth Partners’s Altria Group MO Stock Holding History

ShoreHaven Wealth Partners’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
-3,426
Closed -$175K – 179
2021
Q1 		$175K Buy
3,426
+49
+1% +$2.2K 0.09% 59
2020
Q4 		$138K Buy
+3,377
New +$136K 0.08% 64

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ShoreHaven Wealth Partners's MO Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Altria Group (MO) in Q2 2021, closing a stake of 3,426 shares — an estimated $175K sold.

ShoreHaven Wealth Partners first reported a position in MO in Q4 2020 and held it in 2 quarters. The position peaked at $175K in Q1 2021. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 3,426 Altria Group shares in Q2 2021, an estimated $175K.
  • ShoreHaven Wealth Partners first reported a position in Altria Group in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Altria Group position peaked at $175K in Q1 2021.
  • 1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.