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True Link Financial Advisors’s Altria Group MO Stock Holding History

True Link Financial Advisors’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
2022
Q1 		– Sell
-581
Closed -$28K – 220
2021
Q4 		$28K Sell
581
-204
-26% -$9.35K ﹤0.01% 525
2021
Q3 		$36K Buy
785
+651
+486% +$31.4K ﹤0.01% 505
2021
Q2 		$6K Buy
+134
New +$6.58K ﹤0.01% 591

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

True Link Financial Advisors's MO Position: Q1 2022 in Review

True Link Financial Advisors sold out of Altria Group (MO) in Q1 2022, closing a stake of 581 shares — an estimated $28K sold.

True Link Financial Advisors first reported a position in MO in Q2 2021 and held it in 3 quarters. The position peaked at $36K in Q3 2021. 1,917 funds tracked by Wall St. Rank hold MO as of Q1 2022.

  • True Link Financial Advisors reported no remaining Altria Group position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 581 Altria Group shares in Q1 2022, an estimated $28K.
  • True Link Financial Advisors first reported a position in Altria Group in Q2 2021 and held it in 3 quarters.
  • True Link Financial Advisors's Altria Group position peaked at $36K in Q3 2021.
  • 1,917 funds tracked by Wall St. Rank held Altria Group as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.