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Beam Wealth Advisors’s Altria Group MO Stock Holding History

Beam 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
2024
Q2 		– Sell
-4,700
Closed -$205K – 134
2024
Q1 		$205K Buy
+4,700
New +$195K 0.12% 106
2020
Q4 		– Sell
-5,644
Closed -$218K – 138
2020
Q3 		$218K Buy
5,644
+7
+0.1% +$291 0.2% 114
2020
Q2 		$223K Sell
5,637
-600
-10% -$23.4K 0.22% 112
2020
Q1 		$241K Sell
6,237
-89
-1% -$3.95K 0.24% 123
2019
Q4 		$316K Buy
+6,326
New +$298K 0.29% 109

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

Beam Wealth Advisors's MO Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Altria Group (MO) in Q2 2024, closing a stake of 4,700 shares — an estimated $205K sold.

Beam Wealth Advisors first reported a position in MO in Q4 2019 and held it in 5 quarters. The position peaked at $316K in Q4 2019. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Beam Wealth Advisors reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 4,700 Altria Group shares in Q2 2024, an estimated $205K.
  • Beam Wealth Advisors first reported a position in Altria Group in Q4 2019 and held it in 5 quarters.
  • Beam Wealth Advisors's Altria Group position peaked at $316K in Q4 2019.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.