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BDO Wealth Advisors’s Altria Group MO Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$233K Buy
5,153
+79
+2% +$3.58K 0.03% 246
2023
Q1 		$226K Sell
5,074
-156
-3% -$7.17K 0.03% 239
2022
Q4 		$239K Buy
5,230
+145
+3% +$6.57K 0.03% 238
2022
Q3 		$205K Buy
5,085
+4
+0.1% +$174 0.03% 246
2022
Q2 		$212K Sell
5,081
-278
-5% -$14.4K 0.03% 244
2022
Q1 		$280K Sell
5,359
-128
-2% -$6.52K 0.03% 226
2021
Q4 		$260K Sell
5,487
-1,244
-18% -$57K 0.03% 249
2021
Q3 		$306K Sell
6,731
-997
-13% -$48.2K 0.03% 231
2021
Q2 		$368K Buy
7,728
+962
+14% +$47.3K 0.04% 222
2021
Q1 		$346K Buy
6,766
+2,976
+79% +$133K 0.04% 214
2020
Q4 		$155K Buy
3,790
+210
+6% +$8.43K 0.02% 254
2020
Q3 		$138K Sell
3,580
-258
-7% -$10.7K 0.02% 246
2020
Q2 		$151K Buy
3,838
+9
+0.2% +$351 0.03% 246
2020
Q1 		$148K Buy
3,829
+1,766
+86% +$78.4K 0.03% 234
2019
Q4 		$103K Buy
2,063
+9
+0.4% +$425 0.03% 247
2019
Q3 		$84K Buy
2,054
+97
+5% +$4.46K 0.02% 269
2019
Q2 		$93K Sell
1,957
-443
-18% -$23.2K 0.03% 253
2019
Q1 		$138K Buy
2,400
+309
+15% +$15.8K 0.04% 200
2018
Q4 		$103K Sell
2,091
-139
-6% -$8.05K 0.04% 201
2018
Q3 		$135K Buy
2,230
+8
+0.4% +$475 0.04% 188
2018
Q2 		$126K Buy
2,222
+1,385
+165% +$79.9K 0.04% 198
2018
Q1 		$52K Buy
837
+634
+312% +$42K 0.02% 246
2017
Q4 		$14K Sell
203
-64
-24% -$4.29K 0.01% 305
2017
Q3 		$17K Sell
267
-551
-67% -$36.7K 0.01% 270
2017
Q2 		$61K Buy
+818
New +$59.8K 0.03% 217

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's MO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Altria Group (MO) stake by 1.6% in Q2 2023, buying an estimated $3.58K and bringing the position to 5,153 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #246.

BDO Wealth Advisors first reported a position in MO in Q2 2017 and has held it in 25 quarters since. The position peaked at $368K in Q2 2021. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • BDO Wealth Advisors held 5,153 shares of Altria Group worth $233K as of Q2 2023.
  • BDO Wealth Advisors bought 79 Altria Group shares in Q2 2023, an estimated $3.58K.
  • Altria Group made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #246 holding.
  • BDO Wealth Advisors first reported a position in Altria Group in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Altria Group position peaked at $368K in Q2 2021.
  • 1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.