Bromfield Sneider Wealth Advisors’s Altria Group MO Stock Holding History

Bromfield Sneider 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 Q1	$22.6K	Hold	519	–	–	0.01%	94
2023 Q4	$20.9K	Hold	519	–	–	0.01%	92
2023 Q3	$21.8K	Hold	519	–	–	0.02%	89
2023 Q2	$23.5K	Hold	519	–	–	0.02%	88
2023 Q1	$23.2K	Hold	519	–	–	0.02%	86
2022 Q4	$23.7K	Hold	519	–	–	0.02%	82
2022 Q3	$21K	Hold	519	–	–	0.02%	79
2022 Q2	$22K	Hold	519	–	–	0.03%	79
2022 Q1	$27K	Buy	+519	New	+$26.4K	0.03%	86

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's MO Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Altria Group (MO) position steady in Q1 2024 at 519 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #94.

Bromfield Sneider Wealth Advisors first reported a position in MO in Q1 2022 and has held it in 9 quarters since. The position peaked at $27K in Q1 2022. 1,903 funds tracked by Wall St. Rank hold MO as of Q1 2024.

Bromfield Sneider Wealth Advisors held 519 shares of Altria Group worth $22.6K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Altria Group share count unchanged in Q1 2024.
Altria Group made up 0.01% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #94 holding.
Bromfield Sneider Wealth Advisors first reported a position in Altria Group in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Altria Group position peaked at $27K in Q1 2022.
1,903 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.