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Sterling Financial Planning’s Altria Group MO Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-1,140
Closed -$52K – 274
2021
Q3 		$52K Hold
1,140
– – 0.03% 182
2021
Q2 		$54K Hold
1,140
– – 0.04% 165
2021
Q1 		$58K Hold
1,140
– – 0.04% 143
2020
Q4 		$47K Buy
+1,140
New +$45.8K 0.04% 150

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

Sterling Financial Planning's MO Position: Q4 2021 in Review

Sterling Financial Planning sold out of Altria Group (MO) in Q4 2021, closing a stake of 1,140 shares — an estimated $52K sold.

Sterling Financial Planning first reported a position in MO in Q4 2020 and held it in 4 quarters. The position peaked at $58K in Q1 2021. 1,850 funds tracked by Wall St. Rank hold MO as of Q4 2021.

  • Sterling Financial Planning reported no remaining Altria Group position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,140 Altria Group shares in Q4 2021, an estimated $52K.
  • Sterling Financial Planning first reported a position in Altria Group in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Altria Group position peaked at $58K in Q1 2021.
  • 1,850 funds tracked by Wall St. Rank held Altria Group as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.