Stuart Chaussee & Associates’s Altria Group MO Stock Holding History

Stuart Chaussee & Associates’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	-637	Closed	-$33K	–	207
2021 Q1	$33K	Buy	+637	New	+$28.5K	0.01%	61
2020 Q1	–	Sell	-535	Closed	-$27K	–	104
2019 Q4	$27K	Hold	535	–	–	0.02%	54
2019 Q3	$22K	Hold	535	–	–	0.01%	59
2019 Q2	$25K	Hold	535	–	–	0.02%	59
2019 Q1	$31K	Hold	535	–	–	0.02%	55
2018 Q4	$26K	Hold	535	–	–	0.02%	46
2018 Q3	$32K	Hold	535	–	–	0.02%	56
2018 Q2	$30K	Sell	535 -2,091	-80%	-$121K	0.02%	59
2018 Q1	$164K	Buy	+2,626	New	+$174K	0.68%	8
2017 Q3	–	Sell	-6,791	Closed	-$506K	–	99
2017 Q2	$506K	Hold	6,791	–	–	0.38%	12
2017 Q1	$485K	Buy	6,791 +140	+2%	+$10.1K	0.48%	8
2016 Q4	$450K	Sell	6,651 -8,466	-56%	-$545K	0.35%	12
2016 Q3	$956K	Sell	15,117 -1,100	-7%	-$73.1K	0.78%	8
2016 Q2	$1.12M	Buy	16,217 +1,520	+10%	+$97.3K	0.92%	6
2016 Q1	$930K	Buy	14,697 +1,214	+9%	+$73.4K	0.85%	6
2015 Q4	$785K	Buy	+13,483	New	+$781K	0.74%	11

Other funds holding MO

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return