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Wealthspire Advisors (Maryland)’s Altria Group MO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.21M Buy
57,155
+34,865
+156% +$1.45M 0.08% 122
2020
Q2 		$875K Buy
22,290
+1,995
+10% +$77.8K 0.06% 174
2020
Q1 		$785K Sell
20,295
-2,964
-13% -$132K 0.07% 172
2019
Q4 		$1.16M Buy
23,259
+1,147
+5% +$54.1K 0.08% 149
2019
Q3 		$904K Sell
22,112
-3,749
-14% -$172K 0.07% 162
2019
Q2 		$1.23M Sell
25,861
-1,337
-5% -$70K 0.09% 119
2019
Q1 		$1.56M Sell
27,198
-791
-3% -$40.4K 0.12% 104
2018
Q4 		$1.38M Sell
27,989
-125
-0.4% -$7.24K 0.12% 100
2018
Q3 		$1.7M Buy
28,114
+476
+2% +$28.3K 0.14% 94
2018
Q2 		$1.57M Sell
27,638
-909
-3% -$52.4K 0.14% 94
2018
Q1 		$1.78M Sell
28,547
-12,296
-30% -$814K 0.17% 89
2017
Q4 		$2.92M Buy
40,843
+2,530
+7% +$170K 0.28% 59
2017
Q3 		$2.43M Sell
38,313
-1,887
-5% -$126K 0.26% 64
2017
Q2 		$2.99M Buy
40,200
+9,405
+31% +$688K 0.35% 46
2017
Q1 		$2.2M Buy
30,795
+3,155
+11% +$228K 0.31% 52
2016
Q4 		$1.87M Buy
27,640
+8,536
+45% +$550K 0.28% 56
2016
Q3 		$1.21M Sell
19,104
-1,218
-6% -$80.9K 0.19% 86
2016
Q2 		$1.4M Buy
20,322
+314
+2% +$20.1K 0.23% 68
2016
Q1 		$1.25M Buy
20,008
+87
+0.4% +$5.26K 0.22% 74
2015
Q4 		$1.16M Buy
+19,921
New +$1.15M 0.22% 80

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Altria Group (MO) stake by 156% in Q3 2020, buying an estimated $1.45M and bringing the position to 57,155 shares worth $2.21M. The position accounts for 0.08% of the portfolio, ranked #122.

Wealthspire Advisors (Maryland) first reported a position in MO in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.99M in Q2 2017. 1,576 funds tracked by Wall St. Rank hold MO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 57,155 shares of Altria Group worth $2.21M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 34,865 Altria Group shares in Q3 2020, an estimated $1.45M.
  • Altria Group made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #122 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Altria Group in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Altria Group position peaked at $2.99M in Q2 2017.
  • 1,576 funds tracked by Wall St. Rank held Altria Group as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.