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Baron Financial Group’s Altria Group MO Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-700
Closed -$29.2K – 138
2022
Q2 		$29.2K Hold
700
– – 0.02% 107
2022
Q1 		$36.6K Hold
700
– – 0.02% 107
2021
Q4 		$33.2K Hold
700
– – 0.02% 114
2021
Q3 		$31.9K Hold
700
– – 0.02% 116
2021
Q2 		$33.4K Hold
700
– – 0.02% 116
2021
Q1 		$35.8K Hold
700
– – 0.02% 108
2020
Q4 		$28.7K Hold
700
– – 0.02% 119
2020
Q3 		$27K Buy
+700
New +$29.1K 0.03% 120

Other funds holding MO

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baron Financial Group's MO Position: Q3 2022 in Review

Baron Financial Group sold out of Altria Group (MO) in Q3 2022, closing a stake of 700 shares — an estimated $29.2K sold.

Baron Financial Group first reported a position in MO in Q3 2020 and held it in 8 quarters. The position peaked at $36.6K in Q1 2022. 1,762 funds tracked by Wall St. Rank hold MO as of Q3 2022.

  • Baron Financial Group reported no remaining Altria Group position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 700 Altria Group shares in Q3 2022, an estimated $29.2K.
  • Baron Financial Group first reported a position in Altria Group in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Altria Group position peaked at $36.6K in Q1 2022.
  • 1,762 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.