Alaska Wealth Advisors’s Altria Group MO Stock Holding History

Alaska Wealth Advisors’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	-6,949	Closed	-$280K	–	136
2023 Q4	$280K	Buy	+6,949	New	+$287K	0.05%	55

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

Alaska Wealth Advisors's MO Position: Q1 2024 in Review

Alaska Wealth Advisors sold out of Altria Group (MO) in Q1 2024, closing a stake of 6,949 shares — an estimated $280K sold.

Alaska Wealth Advisors first reported a position in MO in Q4 2023 and held it in 1 quarter. The position peaked at $280K in Q4 2023. 1,900 funds tracked by Wall St. Rank hold MO as of Q1 2024.

Alaska Wealth Advisors reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 6,949 Altria Group shares in Q1 2024, an estimated $280K.
Alaska Wealth Advisors first reported a position in Altria Group in Q4 2023 and held it in 1 quarter.
Alaska Wealth Advisors's Altria Group position peaked at $280K in Q4 2023.
1,900 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Alaska Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.