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Wealthfront’s Altria Group MO Stock Holding History

Wealthfront’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
2018
Q3 		$4.76M Buy
78,903
+9,871
+14% +$586K 0.05% 64
2018
Q2 		$3.92M Buy
69,032
+19,878
+40% +$1.15M 0.04% 72
2018
Q1 		$3.06M Sell
49,154
-39,566
-45% -$2.62M 0.03% 88
2017
Q4 		$6.33M Buy
88,720
+15,607
+21% +$1.05M 0.07% 47
2017
Q3 		$4.64M Sell
73,113
-7,816
-10% -$521K 0.06% 59
2017
Q2 		$6.03M Buy
80,929
+2,835
+4% +$207K 0.09% 41
2017
Q1 		$5.58M Buy
78,094
+7,098
+10% +$514K 0.1% 40
2016
Q4 		$4.8M Buy
70,996
+9,716
+16% +$626K 0.11% 41
2016
Q3 		$3.88M Sell
61,280
-2,985
-5% -$198K 0.09% 43
2016
Q2 		$4.43M Buy
64,265
+5,024
+8% +$322K 0.12% 33
2016
Q1 		$3.71M Buy
59,241
+13,626
+30% +$824K 0.12% 36
2015
Q4 		$2.65M Buy
45,615
+1,691
+4% +$98K 0.1% 42
2015
Q3 		$2.39M Buy
43,924
+27,979
+175% +$1.5M 0.1% 40
2015
Q2 		$780K Buy
15,945
+988
+7% +$50.1K 0.03% 71
2015
Q1 		$748K Buy
14,957
+2,586
+21% +$137K 0.04% 55
2014
Q4 		$610K Buy
12,371
+3,336
+37% +$163K 0.04% 59
2014
Q3 		$415K Buy
9,035
+3,356
+59% +$144K 0.03% 65
2014
Q2 		$241K Buy
5,679
+3,513
+162% +$141K 0.02% 88
2014
Q1 		$81K Buy
+2,166
New +$78.7K 0.01% 170

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's MO Position: Q3 2018 in Review

Wealthfront increased its Altria Group (MO) stake by 14% in Q3 2018, buying an estimated $586K and bringing the position to 78,903 shares worth $4.76M. The position accounts for 0.05% of the portfolio, ranked #64.

Wealthfront first reported a position in MO in Q1 2014 and has held it in 19 quarters since. The position peaked at $6.33M in Q4 2017. 1,665 funds tracked by Wall St. Rank hold MO as of Q3 2018.

  • Wealthfront held 78,903 shares of Altria Group worth $4.76M as of Q3 2018.
  • Wealthfront bought 9,871 Altria Group shares in Q3 2018, an estimated $586K.
  • Altria Group made up 0.05% of Wealthfront's portfolio in Q3 2018, its #64 holding.
  • Wealthfront first reported a position in Altria Group in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Altria Group position peaked at $6.33M in Q4 2017.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.