Clarus Wealth Advisors’s Altria Group MO Stock Holding History

Clarus 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
2023 Q2	–	Sell	-5,352	Closed	-$238K	–	136
2023 Q1	$238K	Buy	+5,352	New	+$246K	0.15%	106
2019 Q3	–	Sell	-3,978	Closed	-$188K	–	405
2019 Q2	$188K	Sell	3,978 -2	-0.1%	-$105	0.14%	120
2019 Q1	$229K	Sell	3,980 -32	-0.8%	-$1.64K	0.17%	78
2018 Q4	$198K	Sell	4,012 -131	-3%	-$7.59K	0.31%	82
2018 Q3	$250K	Sell	4,143 -404	-9%	-$24K	0.16%	92
2018 Q2	$283K	Hold	4,547	–	–	0.21%	60
2018 Q1	$283K	Sell	4,547 -4,480	-50%	-$297K	0.26%	60
2017 Q4	$645K	Buy	+9,027	New	+$605K	0.62%	22

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clarus Wealth Advisors's MO Position: Q2 2023 in Review

Clarus Wealth Advisors sold out of Altria Group (MO) in Q2 2023, closing a stake of 5,352 shares — an estimated $238K sold.

Clarus Wealth Advisors first reported a position in MO in Q4 2017 and held it in 8 quarters. The position peaked at $645K in Q4 2017. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

Clarus Wealth Advisors reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 5,352 Altria Group shares in Q2 2023, an estimated $238K.
Clarus Wealth Advisors first reported a position in Altria Group in Q4 2017 and held it in 8 quarters.
Clarus Wealth Advisors's Altria Group position peaked at $645K in Q4 2017.
1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.