Atria Wealth Solutions’s Altria Group MO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$5.21M	Sell	87,758 -73,979	-46%	-$4.34M	0.12%	206
2025 Q1	$9.74M	Sell	161,737 -43,017	-21%	-$2.35M	0.12%	185
2024 Q4	$10.8M	Buy	204,754 +28,555	+16%	+$1.52M	0.12%	182
2024 Q3	$9.04M	Sell	176,199 -4,949	-3%	-$250K	0.1%	209
2024 Q2	$8.29M	Buy	181,148 +2,683	+2%	+$119K	0.09%	224
2024 Q1	$7.82M	Buy	178,465 +16,837	+10%	+$698K	0.09%	242
2023 Q4	$6.54M	Buy	161,628 +12,659	+8%	+$524K	0.08%	243
2023 Q3	$6.28M	Buy	148,969 +2,747	+2%	+$121K	0.09%	238
2023 Q2	$6.7M	Buy	146,222 +8,715	+6%	+$395K	0.09%	221
2023 Q1	$6.15M	Sell	137,507 -5,986	-4%	-$275K	0.09%	223
2022 Q4	$6.65M	Sell	143,493 -227	-0.2%	-$10.3K	0.11%	204
2022 Q3	$5.82M	Sell	143,720 -2,825	-2%	-$123K	0.1%	203
2022 Q2	$6.21M	Buy	146,545 +18,855	+15%	+$976K	0.12%	194
2022 Q1	$6.75M	Buy	+127,690	New	+$6.5M	0.11%	194

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return