Wealthcare Capital Management’s Altria Group MO Stock Holding History

Wealthcare 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	-1,916	Closed	-$98K	–	433
2021 Q1	$98K	Buy	+1,916	New	+$85.9K	0.01%	102
2020 Q2	–	Sell	-1,729	Closed	-$67K	–	169
2020 Q1	$67K	Sell	1,729 -141	-8%	-$6.26K	0.01%	80
2019 Q4	$93K	Buy	1,870 +141	+8%	+$6.65K	0.01%	80
2019 Q3	$71K	Hold	1,729	–	–	0.01%	88
2019 Q2	$82K	Hold	1,729	–	–	0.01%	80
2019 Q1	$99K	Hold	1,729	–	–	0.01%	76
2018 Q4	$85K	Hold	1,729	–	–	0.01%	78
2018 Q3	$104K	Buy	+1,729	New	+$103K	0.01%	65
2017 Q2	–	Sell	-259	Closed	-$18K	–	194
2017 Q1	$18K	Hold	259	–	–	﹤0.01%	113
2016 Q4	$18K	Sell	259 -116	-31%	-$7.47K	﹤0.01%	106
2016 Q3	$24K	Hold	375	–	–	﹤0.01%	98
2016 Q2	$26K	Buy	375 +259	+223%	+$16.6K	﹤0.01%	95
2016 Q1	$7K	Hold	116	–	–	﹤0.01%	145
2015 Q4	$7K	Sell	116 -1,312	-92%	-$76K	﹤0.01%	159
2015 Q3	$78K	Hold	1,428	–	–	0.01%	77
2015 Q2	$70K	Sell	1,428 -14,473	-91%	-$734K	0.01%	85
2015 Q1	$795K	Buy	15,901 +14,473	+1,014%	+$768K	0.09%	31
2014 Q4	$70K	Hold	1,428	–	–	0.01%	72
2014 Q3	$66K	Hold	1,428	–	–	0.01%	74
2014 Q2	$60K	Buy	1,428 +116	+9%	+$4.67K	0.01%	74
2014 Q1	$49K	Hold	1,312	–	–	0.01%	83
2013 Q4	$50K	Hold	1,312	–	–	0.01%	49
2013 Q3	$45K	Hold	1,312	–	–	0.01%	46
2013 Q2	$46K	Buy	+1,312	New	+$47.1K	0.01%	46

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Altria Group (MO) in Q2 2021, closing a stake of 1,916 shares — an estimated $98K sold.

Wealthcare Capital Management first reported a position in MO in Q2 2013 and held it in 24 quarters. The position peaked at $795K in Q1 2015. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

Wealthcare Capital Management reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 1,916 Altria Group shares in Q2 2021, an estimated $98K.
Wealthcare Capital Management first reported a position in Altria Group in Q2 2013 and held it in 24 quarters.
Wealthcare Capital Management's Altria Group position peaked at $795K in Q1 2015.
1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.