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Beach Investment Counsel’s Altria Group MO Stock Holding History

Beach Investment Counsel’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
Q4 		– Sell
-10
Closed -$1K – 182
2024
Q3 		$1K Hold
10
– – ﹤0.01% 223
2024
Q2 		$0 Buy
+10
New +$444 ﹤0.01% 233

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beach Investment Counsel's MO Position: Q4 2024 in Review

Beach Investment Counsel sold out of Altria Group (MO) in Q4 2024, closing a stake of 10 shares — an estimated $1K sold.

Beach Investment Counsel first reported a position in MO in Q2 2024 and held it in 2 quarters. The position peaked at $1K in Q3 2024. 2,167 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Beach Investment Counsel reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 10 Altria Group shares in Q4 2024, an estimated $1K.
  • Beach Investment Counsel first reported a position in Altria Group in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's Altria Group position peaked at $1K in Q3 2024.
  • 2,167 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.