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Sunflower Bank Wealth Management’s Altria Group MO Stock Holding History

Sunflower Bank Wealth Management’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 		$774K Sell
20,040
-3,355
-14% -$140K 0.26% 51
2020
Q2 		$918K Sell
23,395
-50
-0.2% -$1.95K 0.31% 48
2020
Q1 		$907K Sell
23,445
-115
-0.5% -$5.1K 0.34% 45
2019
Q4 		$1.18M Buy
23,560
+5,670
+32% +$267K 0.36% 41
2019
Q3 		$731K Buy
17,890
+880
+5% +$40.5K 0.23% 69
2019
Q2 		$805K Sell
17,010
-945
-5% -$49.5K 0.26% 60
2019
Q1 		$1.03M Buy
17,955
+6,620
+58% +$338K 0.31% 51
2018
Q4 		$560K Sell
11,335
-1,494
-12% -$86.6K 0.18% 81
2018
Q3 		$774K Hold
12,829
– – 0.22% 71
2018
Q2 		$729K Sell
12,829
-15,477
-55% -$893K 0.21% 75
2018
Q1 		$1.76M Sell
28,306
-1,366
-5% -$90.5K 0.49% 35
2017
Q4 		$2.12M Sell
29,672
-3,045
-9% -$204K 0.57% 31
2017
Q3 		$2.08M Buy
32,717
+236
+0.7% +$15.7K 0.75% 21
2017
Q2 		$2.42M Sell
32,481
-560
-2% -$41K 0.82% 24
2017
Q1 		$2.36M Buy
33,041
+1,065
+3% +$77.1K 0.8% 25
2016
Q4 		$2.16M Sell
31,976
-295
-0.9% -$19K 0.77% 25
2016
Q3 		$2.04M Sell
32,271
-62
-0.2% -$4.12K 0.75% 26
2016
Q2 		$2.23M Sell
32,333
-60
-0.2% -$3.84K 0.78% 27
2016
Q1 		$2.03M Sell
32,393
-2,756
-8% -$167K 0.72% 30
2015
Q4 		$2.05M Sell
35,149
-2,367
-6% -$137K 0.72% 29
2015
Q3 		$2.04M Sell
37,516
-1,819
-5% -$97.5K 0.74% 27
2015
Q2 		$1.92M Sell
39,335
-1,228
-3% -$62.2K 0.65% 29
2015
Q1 		$2.03M Sell
40,563
-1,165
-3% -$61.8K 0.67% 30
2014
Q4 		$2.06M Buy
41,728
+2,697
+7% +$131K 0.65% 28
2014
Q3 		$1.79M Buy
39,031
+95
+0.2% +$4.07K 0.61% 31
2014
Q2 		$1.63M Buy
38,936
+1,160
+3% +$46.7K 0.66% 33
2014
Q1 		$1.41M Buy
37,776
+3,390
+10% +$123K 0.69% 28
2013
Q4 		$1.32M Sell
34,386
-230
-0.7% -$8.49K 0.67% 30
2013
Q3 		$1.19M Buy
34,616
+3,073
+10% +$108K 0.64% 33
2013
Q2 		$1.1M Buy
+31,543
New +$1.13M 0.6% 34

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunflower Bank Wealth Management's MO Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Altria Group (MO) stake by 14% in Q3 2020, selling an estimated $140K and leaving 20,040 shares worth $774K. The position accounts for 0.26% of the portfolio, ranked #51.

Sunflower Bank Wealth Management first reported a position in MO in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.42M in Q2 2017. 1,575 funds tracked by Wall St. Rank hold MO as of Q3 2020.

  • Sunflower Bank Wealth Management held 20,040 shares of Altria Group worth $774K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 3,355 Altria Group shares in Q3 2020, an estimated $140K.
  • Altria Group made up 0.26% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #51 holding.
  • Sunflower Bank Wealth Management first reported a position in Altria Group in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's Altria Group position peaked at $2.42M in Q2 2017.
  • 1,575 funds tracked by Wall St. Rank held Altria Group as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.