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Adirondack Retirement Specialists’s Altria Group MO Stock Holding History

Adirondack Retirement Specialists’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
Q3 		– Sell
-40
Closed -$1.81K – 86
2023
Q2 		$1.81K Hold
40
– – ﹤0.01% 103
2023
Q1 		$1.78K Hold
40
– – ﹤0.01% 115
2022
Q4 		$1.83K Hold
40
– – ﹤0.01% 96
2022
Q3 		$2K Buy
+40
New +$1.75K ﹤0.01% 96

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

Adirondack Retirement Specialists's MO Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Altria Group (MO) in Q3 2023, closing a stake of 40 shares — an estimated $1.81K sold.

Adirondack Retirement Specialists first reported a position in MO in Q3 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 1,836 funds tracked by Wall St. Rank hold MO as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Altria Group position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 40 Altria Group shares in Q3 2023, an estimated $1.81K.
  • Adirondack Retirement Specialists first reported a position in Altria Group in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Altria Group position peaked at $2K in Q3 2022.
  • 1,836 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.