ACG Wealth’s Altria Group MO Stock Holding History

ACG Wealth’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
2019 Q4	–	Sell	-1,000	Closed	-$41K	–	336
2019 Q3	$41K	Buy	+1,000	New	+$46K	0.01%	323

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ACG Wealth's MO Position: Q3 2022 in Review

ACG Wealth sold out of Altria Group (MO) in Q3 2022, closing a stake of 3,418 shares — an estimated $143K sold.

ACG Wealth first reported a position in MO in Q2 2013 and held it in 36 quarters. The position peaked at $3.38M in Q1 2017. 1,762 funds tracked by Wall St. Rank hold MO as of Q3 2022.

ACG Wealth reported no remaining Altria Group position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 3,418 Altria Group shares in Q3 2022, an estimated $143K.
ACG Wealth first reported a position in Altria Group in Q2 2013 and held it in 36 quarters.
ACG Wealth's Altria Group position peaked at $3.38M in Q1 2017.
1,762 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.