Claris Advisors’s Altria Group MO Stock Holding History

Claris 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 Q4	–	Sell	-1,239	Closed	-$63.2K	–	728
2024 Q3	$63.2K	Buy	+1,239	New	+$62.6K	0.03%	105

Other funds holding MO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Claris Advisors's MO Position: Q4 2024 in Review

Claris Advisors sold out of Altria Group (MO) in Q4 2024, closing a stake of 1,239 shares — an estimated $63.2K sold.

Claris Advisors first reported a position in MO in Q3 2024 and held it in 1 quarter. The position peaked at $63.2K in Q3 2024. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

Claris Advisors reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1,239 Altria Group shares in Q4 2024, an estimated $63.2K.
Claris Advisors first reported a position in Altria Group in Q3 2024 and held it in 1 quarter.
Claris Advisors's Altria Group position peaked at $63.2K in Q3 2024.
2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.