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Baker Tilly Wealth Management’s Altria Group MO Stock Holding History

Baker Tilly 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
Q2 		– Sell
-10,226
Closed -$446K – 363
2024
Q1 		$446K Sell
10,226
-496
-5% -$20.6K 0.08% 281
2023
Q4 		$433K Sell
10,722
-392
-4% -$16.2K 0.07% 310
2023
Q3 		$467K Sell
11,114
-607
-5% -$26.8K 0.08% 273
2023
Q2 		$531K Sell
11,721
-3,223
-22% -$146K 0.06% 322
2023
Q1 		$667K Buy
14,944
+540
+4% +$24.8K 0.08% 273
2022
Q4 		$658K Buy
14,404
+318
+2% +$14.4K 0.08% 266
2022
Q3 		$569K Sell
14,086
-151
-1% -$6.59K 0.08% 263
2022
Q2 		$595K Buy
14,237
+2,323
+19% +$120K 0.08% 259
2022
Q1 		$623K Sell
11,914
-1,085
-8% -$55.3K 0.07% 284
2021
Q4 		$616K Sell
12,999
-1,335
-9% -$61.2K 0.07% 312
2021
Q3 		$652K Sell
14,334
-17
-0.1% -$821 0.09% 260
2021
Q2 		$684K Buy
14,351
+511
+4% +$25.1K 0.11% 206
2021
Q1 		$708K Buy
13,840
+278
+2% +$12.5K 0.15% 181
2020
Q4 		$556K Buy
+13,562
New +$545K 0.17% 136

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baker Tilly Wealth Management's MO Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Altria Group (MO) in Q2 2024, closing a stake of 10,226 shares — an estimated $446K sold.

Baker Tilly Wealth Management first reported a position in MO in Q4 2020 and held it in 14 quarters. The position peaked at $708K in Q1 2021. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 10,226 Altria Group shares in Q2 2024, an estimated $446K.
  • Baker Tilly Wealth Management first reported a position in Altria Group in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Altria Group position peaked at $708K in Q1 2021.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.