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WIA
Wealthstreet Investment Advisors’s
Altria Group
MO
Stock Holding History
Wealthstreet Investment Advisors’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
-56,439
Closed
-$2.89M
–
243
2021
Q1
$2.89M
Buy
56,439
+100
+0.2%
+$4.48K
0.28%
83
2020
Q4
$2.31M
Sell
56,339
-500
-0.9%
-$20.1K
0.23%
100
2020
Q3
$2.2M
Hold
56,839
–
–
0.25%
97
2020
Q2
$2.23M
Sell
56,839
-837
-1%
-$32.7K
0.27%
89
2020
Q1
$2.23M
Sell
57,676
-680
-1%
-$30.2K
0.33%
73
2019
Q4
$2.91M
Hold
58,356
–
–
0.34%
69
2019
Q3
$2.71M
Buy
58,356
+573
+1%
+$26.4K
0.35%
68
2019
Q2
$2.74M
Sell
57,783
-500
-0.9%
-$26.2K
0.35%
71
2019
Q1
$3.35M
Hold
58,283
–
–
0.44%
62
2018
Q4
$2.64M
Sell
58,283
-2,500
-4%
-$145K
0.37%
69
2018
Q3
$3.67M
Sell
60,783
-750
-1%
-$44.5K
0.45%
58
2018
Q2
$3.49M
Hold
61,533
–
–
0.46%
58
2018
Q1
$3.83M
Sell
61,533
-1,228
-2%
-$81.3K
0.48%
56
2017
Q4
$4.48M
Buy
+62,761
New
+$4.21M
0.54%
52
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$6.9T AUM
27.45%
1-Year Est. Return
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$733B AUM
35.63%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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