9WM
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9258 Wealth Management’s Altria Group MO Stock Holding History

9258 Wealth 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
2024
Q1 		– Sell
-6,300
Closed -$254K – 349
2023
Q4 		$254K Buy
6,300
+953
+18% +$39.4K 0.04% 273
2023
Q3 		$225K Sell
5,347
-114
-2% -$5.04K 0.04% 286
2023
Q2 		$247K Sell
5,461
-381
-7% -$17.3K 0.05% 275
2023
Q1 		$261K Buy
5,842
+603
+12% +$27.7K 0.05% 268
2022
Q4 		$239K Buy
5,239
+3
+0.1% +$136 0.05% 276
2022
Q3 		$211K Sell
5,236
-606
-10% -$26.4K 0.05% 295
2022
Q2 		$244K Buy
5,842
+111
+2% +$5.75K 0.06% 288
2022
Q1 		$299K Buy
5,731
+562
+11% +$28.6K 0.07% 279
2021
Q4 		$245K Sell
5,169
-298
-5% -$13.7K 0.06% 326
2021
Q3 		$249K Buy
5,467
+2
+0% +$97 0.07% 294
2021
Q2 		$261K Buy
5,465
+503
+10% +$24.7K 0.07% 287
2021
Q1 		$254K Buy
+4,962
New +$222K 0.08% 270
2020
Q1 		– Sell
-8,423
Closed -$420K – 297
2019
Q4 		$420K Buy
+8,423
New +$397K 0.15% 172
2019
Q3 		– Sell
-5,028
Closed -$238K – 186
2019
Q2 		$238K Buy
5,028
+47
+0.9% +$2.46K 0.19% 147
2019
Q1 		$286K Sell
4,981
-447
-8% -$22.8K 0.24% 121
2018
Q4 		$268K Buy
+5,428
New +$315K 0.26% 121

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

9258 Wealth Management's MO Position: Q1 2024 in Review

9258 Wealth Management sold out of Altria Group (MO) in Q1 2024, closing a stake of 6,300 shares — an estimated $254K sold.

9258 Wealth Management first reported a position in MO in Q4 2018 and held it in 16 quarters. The position peaked at $420K in Q4 2019. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • 9258 Wealth Management reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
  • 9258 Wealth Management sold 6,300 Altria Group shares in Q1 2024, an estimated $254K.
  • 9258 Wealth Management first reported a position in Altria Group in Q4 2018 and held it in 16 quarters.
  • 9258 Wealth Management's Altria Group position peaked at $420K in Q4 2019.
  • 1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on 9258 Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.