Able Wealth Management’s Altria Group MO Stock Holding History

Able 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	-737	Closed	-$29.7K	–	387
2023 Q4	$29.7K	Buy	+737	New	+$30.5K	0.03%	172

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Able Wealth Management sold out of Altria Group (MO) in Q1 2024, closing a stake of 737 shares — an estimated $29.7K sold.

Able Wealth Management first reported a position in MO in Q4 2023 and held it in 1 quarter. The position peaked at $29.7K in Q4 2023. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

Able Wealth Management reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 737 Altria Group shares in Q1 2024, an estimated $29.7K.
Able Wealth Management first reported a position in Altria Group in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Altria Group position peaked at $29.7K in Q4 2023.
1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.