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SVA Wealth Management’s Altria Group MO Stock Holding History

SVA 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
Q4 		$383K Sell
9,337
-187
-2% -$7.51K 0.03% 186
2020
Q3 		$368K Sell
9,524
-46
-0.5% -$1.91K 0.04% 167
2020
Q2 		$376K Buy
9,570
+158
+2% +$6.16K 0.04% 158
2020
Q1 		$364K Sell
9,412
-310
-3% -$13.8K 0.04% 158
2019
Q4 		$485K Sell
9,722
-1,970
-17% -$92.9K 0.04% 154
2019
Q3 		$478K Buy
11,692
+1,884
+19% +$86.7K 0.05% 152
2019
Q2 		$464K Sell
9,808
-415
-4% -$21.7K 0.05% 153
2019
Q1 		$587K Sell
10,223
-928
-8% -$47.4K 0.06% 144
2018
Q4 		$551K Sell
11,151
-1,507
-12% -$87.3K 0.06% 140
2018
Q3 		$763K Sell
12,658
-1,470
-10% -$87.3K 0.08% 131
2018
Q2 		$802K Sell
14,128
-798
-5% -$46K 0.09% 129
2018
Q1 		$947K Buy
14,926
+874
+6% +$57.9K 0.12% 117
2017
Q4 		$1M Sell
14,052
-874
-6% -$58.6K 0.12% 119
2017
Q3 		$947K Buy
14,926
+263
+2% +$17.5K 0.12% 117
2017
Q2 		$1.09M Sell
14,663
-22
-0.1% -$1.61K 0.14% 108
2017
Q1 		$1.05M Sell
14,685
-1,754
-11% -$127K 0.14% 104
2016
Q4 		$1.11M Buy
16,439
+979
+6% +$63K 0.17% 106
2016
Q3 		$978K Sell
15,460
-310
-2% -$20.6K 0.15% 107
2016
Q2 		$1.09M Sell
15,770
-1,900
-11% -$122K 0.18% 105
2016
Q1 		$1.11M Buy
17,670
+100
+0.6% +$6.05K 0.18% 100
2015
Q4 		$1.02M Sell
17,570
-1,038
-6% -$60.2K 0.18% 111
2015
Q3 		$1.01M Buy
18,608
+868
+5% +$46.5K 0.19% 111
2015
Q2 		$868K Buy
17,740
+1,275
+8% +$64.6K 0.16% 126
2015
Q1 		$824K Buy
16,465
+9,771
+146% +$519K 0.15% 132
2014
Q4 		$330K Buy
6,694
+450
+7% +$21.9K 0.12% 144
2014
Q3 		$287K Sell
6,244
-163
-3% -$6.98K 0.12% 132
2014
Q2 		$269K Sell
6,407
-500
-7% -$20.1K 0.12% 136
2014
Q1 		$259K Buy
+6,907
New +$251K 0.12% 131

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SVA Wealth Management's MO Position: Q4 2020 in Review

SVA Wealth Management reduced its Altria Group (MO) stake by 2% in Q4 2020, selling an estimated $7.51K and leaving 9,337 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #186.

SVA Wealth Management first reported a position in MO in Q1 2014 and has held it in 28 quarters since. The position peaked at $1.11M in Q4 2016. 1,654 funds tracked by Wall St. Rank hold MO as of Q4 2020.

  • SVA Wealth Management held 9,337 shares of Altria Group worth $383K as of Q4 2020.
  • SVA Wealth Management sold 187 Altria Group shares in Q4 2020, an estimated $7.51K.
  • Altria Group made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #186 holding.
  • SVA Wealth Management first reported a position in Altria Group in Q1 2014 and has held it in 28 quarters since.
  • SVA Wealth Management's Altria Group position peaked at $1.11M in Q4 2016.
  • 1,654 funds tracked by Wall St. Rank held Altria Group as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.