AWM
MO icon

Accel Wealth Management’s Altria Group MO Stock Holding History

Accel 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
2023
Q2 		– Sell
-1,996
Closed -$89.1K – 591
2023
Q1 		$89.1K Buy
1,996
+10
+0.5% +$460 0.04% 358
2022
Q4 		$90.8K Buy
1,986
+378
+24% +$17.1K 0.04% 253
2022
Q3 		$68K Hold
1,608
– – 0.04% 314
2022
Q2 		$68K Sell
1,608
-62
-4% -$3.21K 0.04% 297
2022
Q1 		$88K Buy
1,670
+5
+0.3% +$255 0.05% 271
2021
Q4 		$79K Buy
1,665
+5
+0.3% +$229 0.04% 299
2021
Q3 		$76K Buy
1,660
+41
+3% +$1.98K 0.05% 261
2021
Q2 		$77K Sell
1,619
-24
-1% -$1.18K 0.05% 268
2021
Q1 		$84K Buy
1,643
+5
+0.3% +$224 0.07% 240
2020
Q4 		$67K Buy
+1,638
New +$65.8K 0.06% 250

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accel Wealth Management's MO Position: Q2 2023 in Review

Accel Wealth Management sold out of Altria Group (MO) in Q2 2023, closing a stake of 1,996 shares — an estimated $89.1K sold.

Accel Wealth Management first reported a position in MO in Q4 2020 and held it in 10 quarters. The position peaked at $90.8K in Q4 2022. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • Accel Wealth Management reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,996 Altria Group shares in Q2 2023, an estimated $89.1K.
  • Accel Wealth Management first reported a position in Altria Group in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Altria Group position peaked at $90.8K in Q4 2022.
  • 1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.