CA
MO icon

Cetera Advisors’s Altria Group MO Stock Holding History

Cetera 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 		$18.6M Buy
427,087
+77,227
+22% +$3.2M 0.15% 134
2023
Q4 		$14.1M Buy
349,860
+7,755
+2% +$321K 0.2% 111
2023
Q3 		$14.4M Sell
342,105
-7,508
-2% -$332K 0.22% 100
2023
Q2 		$15.8M Buy
349,613
+4,149
+1% +$188K 0.25% 94
2023
Q1 		$15.4M Sell
345,464
-6,295
-2% -$289K 0.26% 86
2022
Q4 		$16.1M Buy
351,759
+26,957
+8% +$1.22M 0.29% 73
2022
Q3 		$13.1M Sell
324,802
-16,629
-5% -$725K 0.35% 58
2022
Q2 		$14.3M Buy
341,431
+3,442
+1% +$178K 0.32% 63
2022
Q1 		$17.7M Buy
337,989
+4,873
+1% +$248K 0.35% 58
2021
Q4 		$15.8M Sell
333,116
-19,020
-5% -$872K 0.32% 64
2021
Q3 		$16M Buy
352,136
+92,607
+36% +$4.47M 0.31% 61
2021
Q2 		$12.4M Buy
259,529
+110,170
+74% +$5.41M 0.29% 73
2021
Q1 		$7.64M Buy
149,359
+4,078
+3% +$183K 0.21% 108
2020
Q4 		$5.96M Buy
145,281
+38,050
+35% +$1.53M 0.19% 110
2020
Q3 		$4.14M Buy
107,231
+44,675
+71% +$1.86M 0.16% 135
2020
Q2 		$2.46M Buy
62,556
+2,905
+5% +$113K 0.1% 193
2020
Q1 		$2.31M Sell
59,651
-3,542
-6% -$157K 0.12% 173
2019
Q4 		$3.13M Sell
63,193
-5,866
-8% -$277K 0.13% 157
2019
Q3 		$2.82M Sell
69,059
-7,104
-9% -$327K 0.12% 163
2019
Q2 		$3.59M Sell
76,163
-1,003
-1% -$52.5K 0.16% 137
2019
Q1 		$4.42M Buy
77,166
+15,162
+24% +$775K 0.22% 107
2018
Q4 		$3.06M Buy
62,004
+78
+0.1% +$4.52K 0.18% 129
2018
Q3 		$3.73M Buy
61,926
+11,711
+23% +$695K 0.18% 130
2018
Q2 		$2.85M Sell
50,215
-1,794
-3% -$103K 0.16% 140
2018
Q1 		$3.23M Sell
52,009
-2,090
-4% -$138K 0.19% 130
2017
Q4 		$3.86M Sell
54,099
-124
-0.2% -$8.31K 0.24% 95
2017
Q3 		$3.44M Sell
54,223
-3,779
-7% -$252K 0.21% 116
2017
Q2 		$4.31M Buy
58,002
+281
+0.5% +$20.6K 0.27% 85
2017
Q1 		$4.13M Buy
57,721
+3,801
+7% +$275K 0.28% 84
2016
Q4 		$3.65M Buy
53,920
+897
+2% +$57.8K 0.27% 85
2016
Q3 		$3.35M Sell
53,023
-6,358
-11% -$423K 0.26% 86
2016
Q2 		$4.09M Sell
59,381
-764
-1% -$48.9K 0.32% 67
2016
Q1 		$3.77M Buy
60,145
+2,935
+5% +$177K 0.32% 66
2015
Q4 		$3.33M Buy
57,210
+5,539
+11% +$321K 0.28% 85
2015
Q3 		$2.8M Buy
51,671
+1,839
+4% +$98.6K 0.27% 87
2015
Q2 		$2.44M Sell
49,832
-963
-2% -$48.8K 0.21% 127
2015
Q1 		$2.55M Buy
50,795
+3,761
+8% +$200K 0.24% 103
2014
Q4 		$2.32M Buy
47,034
+2,207
+5% +$108K 0.23% 112
2014
Q3 		$2.06M Buy
44,827
+553
+1% +$23.7K 0.16% 118
2014
Q2 		$1.85M Buy
44,274
+7,194
+19% +$289K 0.21% 122
2014
Q1 		$1.38M Sell
37,080
-15,007
-29% -$545K 0.19% 124
2013
Q4 		$2M Buy
52,087
+11,140
+27% +$411K 0.3% 84
2013
Q3 		$1.4M Buy
40,947
+3,121
+8% +$110K 0.25% 103
2013
Q2 		$1.32M Buy
+37,826
New +$1.36M 0.27% 100

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Advisors's MO Position: Q1 2024 in Review

Cetera Advisors increased its Altria Group (MO) stake by 22% in Q1 2024, buying an estimated $3.2M and bringing the position to 427,087 shares worth $18.6M. The position accounts for 0.15% of the portfolio, ranked #134.

Cetera Advisors first reported a position in MO in Q2 2013 and has held it in 44 quarters since. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • Cetera Advisors held 427,087 shares of Altria Group worth $18.6M as of Q1 2024.
  • Cetera Advisors bought 77,227 Altria Group shares in Q1 2024, an estimated $3.2M.
  • Altria Group made up 0.15% of Cetera Advisors's portfolio in Q1 2024, its #134 holding.
  • Cetera Advisors first reported a position in Altria Group in Q2 2013 and has held it in 44 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.