Atlas Private Wealth Management’s Altria Group MO Stock Holding History

Atlas Private 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 Q1	$214K	Sell	4,901 -400	-8%	-$16.6K	0.09%	117
2023 Q4	$214K	Buy	5,301 +213	+4%	+$8.81K	0.1%	113
2023 Q3	$214K	Buy	5,088 +113	+2%	+$4.99K	0.11%	111
2023 Q2	$225K	Sell	4,975 -113	-2%	-$5.12K	0.12%	112
2023 Q1	$227K	Hold	5,088	–	–	0.14%	109
2022 Q4	$233K	Buy	+5,088	New	+$230K	0.11%	105
2022 Q3	–	Sell	-5,088	Closed	-$213K	–	109
2022 Q2	$213K	Hold	5,088	–	–	0.15%	108
2022 Q1	$266K	Sell	5,088 -2,000	-28%	-$102K	0.15%	114
2021 Q4	$336K	Sell	7,088 -410	-5%	-$18.8K	0.19%	110
2021 Q3	$341K	Buy	7,498 +50	+0.7%	+$2.42K	0.21%	101
2021 Q2	$355K	Hold	7,448	–	–	0.22%	98
2021 Q1	$381K	Sell	7,448 -1,435	-16%	-$64.3K	0.24%	93
2020 Q4	$364K	Sell	8,883 -750	-8%	-$30.1K	0.26%	84
2020 Q3	$372K	Sell	9,633 -3,078	-24%	-$128K	0.29%	80
2020 Q2	$499K	Buy	12,711 +16	+0.1%	+$624	0.4%	71
2020 Q1	$491K	Sell	12,695 -335	-3%	-$14.9K	0.45%	65
2019 Q4	$650K	Buy	+13,030	New	+$615K	0.5%	61

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

Atlas Private Wealth Management's MO Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Altria Group (MO) stake by 7.5% in Q1 2024, selling an estimated $16.6K and leaving 4,901 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #117.

Atlas Private Wealth Management first reported a position in MO in Q4 2019 and has held it in 17 quarters since. The position peaked at $650K in Q4 2019. 1,900 funds tracked by Wall St. Rank hold MO as of Q1 2024.

Atlas Private Wealth Management held 4,901 shares of Altria Group worth $214K as of Q1 2024.
Atlas Private Wealth Management sold 400 Altria Group shares in Q1 2024, an estimated $16.6K.
Altria Group made up 0.09% of Atlas Private Wealth Management's portfolio in Q1 2024, its #117 holding.
Atlas Private Wealth Management first reported a position in Altria Group in Q4 2019 and has held it in 17 quarters since.
Atlas Private Wealth Management's Altria Group position peaked at $650K in Q4 2019.
1,900 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.