WealthStone’s Altria Group MO Stock Holding History

WealthStone’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 Q3	–	Sell	-11,807	Closed	-$559K	–	389
2019 Q2	$559K	Buy	+11,807	New	+$618K	0.25%	81

Other funds holding MO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthStone's MO Position: Q3 2019 in Review

WealthStone sold out of Altria Group (MO) in Q3 2019, closing a stake of 11,807 shares — an estimated $559K sold.

WealthStone first reported a position in MO in Q2 2019 and held it in 1 quarter. The position peaked at $559K in Q2 2019. 1,569 funds tracked by Wall St. Rank hold MO as of Q3 2019.

WealthStone reported no remaining Altria Group position as of Q3 2019 after selling out during the quarter.
WealthStone sold 11,807 Altria Group shares in Q3 2019, an estimated $559K.
WealthStone first reported a position in Altria Group in Q2 2019 and held it in 1 quarter.
WealthStone's Altria Group position peaked at $559K in Q2 2019.
1,569 funds tracked by Wall St. Rank held Altria Group as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.