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Clarus Group’s Altria Group MO Stock Holding History

Clarus Group’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
-6,357
Closed -$277K – 120
2024
Q1 		$277K Buy
6,357
+8
+0.1% +$332 0.19% 88
2023
Q4 		$256K Sell
6,349
-42
-0.7% -$1.74K 0.19% 87
2023
Q3 		$269K Sell
6,391
-935
-13% -$41.3K 0.2% 86
2023
Q2 		$332K Buy
7,326
+1,438
+24% +$65.1K 0.24% 72
2023
Q1 		$263K Sell
5,888
-238
-4% -$10.9K 0.25% 71
2022
Q4 		$280K Buy
6,126
+12
+0.2% +$544 0.25% 70
2022
Q3 		$247K Buy
6,114
+12
+0.2% +$523 0.23% 73
2022
Q2 		$255K Buy
6,102
+9
+0.1% +$466 0.21% 77
2022
Q1 		$318K Buy
6,093
+9
+0.1% +$458 0.22% 73
2021
Q4 		$259K Sell
6,084
-956
-14% -$43.8K 0.17% 89
2021
Q3 		$320K Sell
7,040
-200
-3% -$9.66K 0.22% 73
2021
Q2 		$343K Buy
7,240
+72
+1% +$3.54K 0.26% 66
2021
Q1 		$366K Buy
7,168
+200
+3% +$8.96K 0.3% 57
2020
Q4 		$302K Buy
+6,968
New +$280K 0.26% 70

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

Clarus Group's MO Position: Q2 2024 in Review

Clarus Group sold out of Altria Group (MO) in Q2 2024, closing a stake of 6,357 shares — an estimated $277K sold.

Clarus Group first reported a position in MO in Q4 2020 and held it in 14 quarters. The position peaked at $366K in Q1 2021. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Clarus Group reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • Clarus Group sold 6,357 Altria Group shares in Q2 2024, an estimated $277K.
  • Clarus Group first reported a position in Altria Group in Q4 2020 and held it in 14 quarters.
  • Clarus Group's Altria Group position peaked at $366K in Q1 2021.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Clarus Group's 13F filing for Q2 2024, filed 22 Jul 2024.