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Anchor Pointe Wealth Management’s Altria Group MO Stock Holding History

Anchor Pointe Wealth Management’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
Q4 		$206K Buy
+3,954
New +$211K 0.27% 84

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Anchor Pointe Wealth Management's MO Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Altria Group (MO) in Q4 2024: 3,954 shares worth $206K. The stake represents 0.27% of the portfolio and ranks #84 among its holdings.

2,170 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Anchor Pointe Wealth Management held 3,954 shares of Altria Group worth $206K as of Q4 2024.
  • Altria Group was a new Anchor Pointe Wealth Management position in Q4 2024.
  • Altria Group made up 0.27% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #84 holding.
  • 2,170 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.