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Tuttle Capital Management’s Altria Group MO Stock Holding History

Tuttle Capital 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
2021
Q2 		– Sell
-15,674
Closed -$802K – 328
2021
Q1 		$802K Buy
+15,674
New +$702K 0.32% 78
2017
Q3 		– Sell
-13,948
Closed -$1.18M – 93
2017
Q2 		$1.18M Buy
13,948
+6,435
+86% +$471K 0.92% 18
2017
Q1 		$536K Buy
7,513
+3,013
+67% +$218K 0.65% 21
2016
Q4 		$304K Buy
+4,500
New +$290K 0.31% 45

Other funds holding MO

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tuttle Capital Management's MO Position: Q2 2021 in Review

Tuttle Capital Management sold out of Altria Group (MO) in Q2 2021, closing a stake of 15,674 shares — an estimated $802K sold.

Tuttle Capital Management first reported a position in MO in Q4 2016 and held it in 4 quarters. The position peaked at $1.18M in Q2 2017. 1,745 funds tracked by Wall St. Rank hold MO as of Q2 2021.

  • Tuttle Capital Management reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
  • Tuttle Capital Management sold 15,674 Altria Group shares in Q2 2021, an estimated $802K.
  • Tuttle Capital Management first reported a position in Altria Group in Q4 2016 and held it in 4 quarters.
  • Tuttle Capital Management's Altria Group position peaked at $1.18M in Q2 2017.
  • 1,745 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Tuttle Capital Management's 13F filing for Q2 2021, filed 21 Jul 2021.