WAS
MO icon

Wealth Advisory Solutions’s Altria Group MO Stock Holding History

Wealth Advisory Solutions’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
-63,636
Closed -$3.25M – 187
2021
Q1 		$3.25M Buy
+63,636
New +$2.85M 2.43% 12
2020
Q4 		– Sell
-19,018
Closed -$734K – 185
2020
Q3 		$734K Buy
19,018
+140
+0.7% +$5.83K 0.19% 89
2020
Q2 		$740K Buy
18,878
+778
+4% +$30.4K 0.21% 91
2020
Q1 		$699K Sell
18,100
-300
-2% -$13.3K 0.24% 89
2019
Q4 		$918K Buy
+18,400
New +$868K 0.24% 89

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

Wealth Advisory Solutions's MO Position: Q2 2021 in Review

Wealth Advisory Solutions sold out of Altria Group (MO) in Q2 2021, closing a stake of 63,636 shares — an estimated $3.25M sold.

Wealth Advisory Solutions first reported a position in MO in Q4 2019 and held it in 5 quarters. The position peaked at $3.25M in Q1 2021. 1,745 funds tracked by Wall St. Rank hold MO as of Q2 2021.

  • Wealth Advisory Solutions reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 63,636 Altria Group shares in Q2 2021, an estimated $3.25M.
  • Wealth Advisory Solutions first reported a position in Altria Group in Q4 2019 and held it in 5 quarters.
  • Wealth Advisory Solutions's Altria Group position peaked at $3.25M in Q1 2021.
  • 1,745 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Wealth Advisory Solutions's 13F filing for Q2 2021, filed 21 Jul 2021.