Almanack Investment Partners’s Altria Group MO Stock Holding History

Almanack Investment Partners’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	–	Sell	-6,094	Closed	-$278K	–	186
2024 Q2	$278K	Sell	6,094 -561	-8%	-$24.9K	0.05%	147
2024 Q1	$290K	Buy	6,655 +341	+5%	+$14.1K	0.05%	146
2023 Q4	$255K	Hold	6,314	–	–	0.05%	139
2023 Q3	$266K	Buy	+6,314	New	+$279K	0.05%	128
2022 Q4	–	Sell	-1,436	Closed	-$58K	–	787
2022 Q3	$58K	Buy	+1,436	New	+$62.6K	0.01%	240
2021 Q2	–	Sell	-5,798	Closed	-$302K	–	470
2021 Q1	$302K	Buy	+5,798	New	+$260K	0.03%	312
2019 Q3	–	Sell	-2,390	Closed	-$115K	–	279
2019 Q2	$115K	Buy	+2,390	New	+$125K	0.03%	249

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

Almanack Investment Partners's MO Position: Q3 2024 in Review

Almanack Investment Partners sold out of Altria Group (MO) in Q3 2024, closing a stake of 6,094 shares — an estimated $278K sold.

Almanack Investment Partners first reported a position in MO in Q2 2019 and held it in 7 quarters. The position peaked at $302K in Q1 2021. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

Almanack Investment Partners reported no remaining Altria Group position as of Q3 2024 after selling out during the quarter.
Almanack Investment Partners sold 6,094 Altria Group shares in Q3 2024, an estimated $278K.
Almanack Investment Partners first reported a position in Altria Group in Q2 2019 and held it in 7 quarters.
Almanack Investment Partners's Altria Group position peaked at $302K in Q1 2021.
1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on Almanack Investment Partners's 13F filing for Q3 2024, filed 31 Oct 2024.