Alera Investment Advisors’s Altria Group MO Stock Holding History

Alera Investment 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 Q3	$405K	Sell	7,944 -534	-6%	-$27K	0.05%	158
2024 Q2	$386K	Buy	+8,478	New	+$376K	0.05%	165
2023 Q3	–	Sell	-5,090	Closed	-$231K	–	165
2023 Q2	$231K	Sell	5,090 -35	-0.7%	-$1.58K	0.05%	156
2023 Q1	$229K	Buy	5,125 +65	+1%	+$2.99K	0.05%	158
2022 Q4	$231K	Buy	+5,060	New	+$229K	0.05%	158
2022 Q2	–	Sell	-4,769	Closed	-$250K	–	194
2022 Q1	$250K	Buy	+4,769	New	+$243K	0.06%	163
2019 Q2	–	Sell	-1,723	Closed	-$99K	–	644
2019 Q1	$99K	Sell	1,723 -116	-6%	-$5.93K	0.05%	108
2018 Q4	$91K	Buy	+1,839	New	+$107K	0.06%	125

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Alera Investment Advisors's MO Position: Q3 2024 in Review

Alera Investment Advisors reduced its Altria Group (MO) stake by 6.3% in Q3 2024, selling an estimated $27K and leaving 7,944 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #158.

Alera Investment Advisors first reported a position in MO in Q4 2018 and has held it in 8 quarters since. 1,991 funds tracked by Wall St. Rank hold MO as of Q3 2024.

Alera Investment Advisors held 7,944 shares of Altria Group worth $405K as of Q3 2024.
Alera Investment Advisors sold 534 Altria Group shares in Q3 2024, an estimated $27K.
Altria Group made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #158 holding.
Alera Investment Advisors first reported a position in Altria Group in Q4 2018 and has held it in 8 quarters since.
1,991 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.