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Clearview Wealth Advisors’s Altria Group MO Stock Holding History

Clearview 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
Q3 		– Sell
-1,264
Closed -$57.3K – 421
2023
Q2 		$57.3K Sell
1,264
-129
-9% -$5.84K 0.06% 191
2023
Q1 		$62.2K Sell
1,393
-121
-8% -$5.56K 0.06% 183
2022
Q4 		$69.2K Sell
1,514
-124
-8% -$5.62K 0.05% 147
2022
Q3 		$66K Buy
1,638
+25
+2% +$1.09K 0.05% 148
2022
Q2 		$67K Buy
1,613
+19
+1% +$984 0.05% 158
2022
Q1 		$83K Sell
1,594
-5
-0.3% -$255 0.05% 152
2021
Q4 		$76K Sell
1,599
-44
-3% -$2.02K 0.05% 190
2021
Q3 		$75K Buy
1,643
+20
+1% +$966 0.05% 192
2021
Q2 		$77K Sell
1,623
-173
-10% -$8.5K 0.05% 199
2021
Q1 		$92K Buy
1,796
+231
+15% +$10.4K 0.06% 163
2020
Q4 		$64K Buy
+1,565
New +$62.8K 0.04% 178

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearview Wealth Advisors's MO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Altria Group (MO) in Q3 2023, closing a stake of 1,264 shares — an estimated $57.3K sold.

Clearview Wealth Advisors first reported a position in MO in Q4 2020 and held it in 11 quarters. The position peaked at $92K in Q1 2021. 1,836 funds tracked by Wall St. Rank hold MO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Altria Group position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,264 Altria Group shares in Q3 2023, an estimated $57.3K.
  • Clearview Wealth Advisors first reported a position in Altria Group in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Altria Group position peaked at $92K in Q1 2021.
  • 1,836 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.