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

Other funds holding MO

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealthstreet Investment Advisors's MO Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Altria Group (MO) in Q2 2021, closing a stake of 56,439 shares — an estimated $2.89M sold.

Wealthstreet Investment Advisors first reported a position in MO in Q4 2017 and held it in 14 quarters. The position peaked at $4.48M in Q4 2017. 1,746 funds tracked by Wall St. Rank hold MO as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Altria Group position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 56,439 Altria Group shares in Q2 2021, an estimated $2.89M.
Wealthstreet Investment Advisors first reported a position in Altria Group in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Altria Group position peaked at $4.48M in Q4 2017.
1,746 funds tracked by Wall St. Rank held Altria Group as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.