WealthOne’s Altria Group MO Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-3,189	Closed	-$158K	–	366
2018 Q4	$158K	Buy	+3,189	New	+$185K	0.14%	86

Other funds holding MO

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

WealthOne's MO Position: Q1 2019 in Review

WealthOne sold out of Altria Group (MO) in Q1 2019, closing a stake of 3,189 shares — an estimated $158K sold.

WealthOne first reported a position in MO in Q4 2018 and held it in 1 quarter. The position peaked at $158K in Q4 2018. 1,739 funds tracked by Wall St. Rank hold MO as of Q1 2019.

WealthOne reported no remaining Altria Group position as of Q1 2019 after selling out during the quarter.
WealthOne sold 3,189 Altria Group shares in Q1 2019, an estimated $158K.
WealthOne first reported a position in Altria Group in Q4 2018 and held it in 1 quarter.
WealthOne's Altria Group position peaked at $158K in Q4 2018.
1,739 funds tracked by Wall St. Rank held Altria Group as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.