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Weld Capital Management’s Altria Group MO Stock Holding History

Weld Capital Management’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
Q1 		– Sell
-40,668
Closed -$2.03M – 605
2019
Q4 		$2.03M Buy
40,668
+26,342
+184% +$1.24M 0.39% 60
2019
Q3 		$586K Buy
+14,326
New +$659K 0.11% 330
2019
Q2 		– Sell
-13,188
Closed -$757K – 870
2019
Q1 		$757K Sell
13,188
-5,612
-30% -$287K 0.14% 280
2018
Q4 		$929K Buy
+18,800
New +$1.09M 0.21% 154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Weld Capital Management's MO Position: Q1 2020 in Review

Weld Capital Management sold out of Altria Group (MO) in Q1 2020, closing a stake of 40,668 shares — an estimated $2.03M sold.

Weld Capital Management first reported a position in MO in Q4 2018 and held it in 4 quarters. The position peaked at $2.03M in Q4 2019. 1,577 funds tracked by Wall St. Rank hold MO as of Q1 2020.

  • Weld Capital Management reported no remaining Altria Group position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 40,668 Altria Group shares in Q1 2020, an estimated $2.03M.
  • Weld Capital Management first reported a position in Altria Group in Q4 2018 and held it in 4 quarters.
  • Weld Capital Management's Altria Group position peaked at $2.03M in Q4 2019.
  • 1,577 funds tracked by Wall St. Rank held Altria Group as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.