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Benedetti & Gucer’s Altria Group MO Stock Holding History

Benedetti & Gucer’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 		– Sell
-7,523
Closed -$336K – 156
2023
Q1 		$336K Buy
7,523
+1,340
+22% +$61.6K 0.19% 99
2022
Q4 		$283K Buy
6,183
+836
+16% +$37.9K 0.21% 74
2022
Q3 		$216K Hold
5,347
– – 0.17% 80
2022
Q2 		$224K Buy
+5,347
New +$277K 0.15% 79

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

Benedetti & Gucer's MO Position: Q2 2023 in Review

Benedetti & Gucer sold out of Altria Group (MO) in Q2 2023, closing a stake of 7,523 shares — an estimated $336K sold.

Benedetti & Gucer first reported a position in MO in Q2 2022 and held it in 4 quarters. The position peaked at $336K in Q1 2023. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • Benedetti & Gucer reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
  • Benedetti & Gucer sold 7,523 Altria Group shares in Q2 2023, an estimated $336K.
  • Benedetti & Gucer first reported a position in Altria Group in Q2 2022 and held it in 4 quarters.
  • Benedetti & Gucer's Altria Group position peaked at $336K in Q1 2023.
  • 1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Benedetti & Gucer's 13F filing for Q2 2023, filed 20 Jul 2023.