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Urban Wealth Management’s Altria Group MO Stock Holding History

Urban 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
2022
Q2 		$88K Buy
+2,116
New +$110K 0.3% 66
2020
Q4 		$381K Buy
+9,299
New +$373K 0.32% 72

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Urban Wealth Management's MO Position: Q2 2022 in Review

Urban Wealth Management opened a new position in Altria Group (MO) in Q2 2022: 2,116 shares worth $88K. The stake represents 0.3% of the portfolio and ranks #66 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in MO as recently as Q4 2020.

Urban Wealth Management first reported a position in MO in Q4 2020 and has held it in 2 quarters since. The position peaked at $381K in Q4 2020. 1,809 funds tracked by Wall St. Rank hold MO as of Q2 2022.

  • Urban Wealth Management held 2,116 shares of Altria Group worth $88K as of Q2 2022.
  • Altria Group was a new Urban Wealth Management position in Q2 2022.
  • Altria Group made up 0.3% of Urban Wealth Management's portfolio in Q2 2022, its #66 holding.
  • Urban Wealth Management first reported a position in Altria Group in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's Altria Group position peaked at $381K in Q4 2020.
  • 1,809 funds tracked by Wall St. Rank held Altria Group as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.