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Apeiron RIA’s Altria Group MO Stock Holding History

Apeiron RIA’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
-6,159
Closed -$248K – 215
2023
Q4 		$248K Hold
6,159
– – 0.08% 177
2023
Q3 		$259K Hold
6,159
– – 0.09% 162
2023
Q2 		$279K Buy
6,159
+1,000
+19% +$45.3K 0.1% 157
2023
Q1 		$229K Hold
5,159
– – 0.08% 177
2022
Q4 		$236K Hold
5,159
– – 0.09% 168
2022
Q3 		$208K Hold
5,159
– – 0.1% 163
2022
Q2 		$2.15K Buy
5,159
+159
+3% +$8.23K 0.6% 16
2022
Q1 		$269K Hold
5,000
– – 0.13% 122
2021
Q4 		$237K Buy
+5,000
New +$229K 0.1% 144

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Apeiron RIA's MO Position: Q1 2024 in Review

Apeiron RIA sold out of Altria Group (MO) in Q1 2024, closing a stake of 6,159 shares — an estimated $248K sold.

Apeiron RIA first reported a position in MO in Q4 2021 and held it in 9 quarters. The position peaked at $279K in Q2 2023. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • Apeiron RIA reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
  • Apeiron RIA sold 6,159 Altria Group shares in Q1 2024, an estimated $248K.
  • Apeiron RIA first reported a position in Altria Group in Q4 2021 and held it in 9 quarters.
  • Apeiron RIA's Altria Group position peaked at $279K in Q2 2023.
  • 1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Apeiron RIA's 13F filing for Q1 2024, filed 15 Apr 2024.