CPC
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Congress Park Capital’s Altria Group MO Stock Holding History

Congress Park Capital’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
Q1 		– Sell
-7,925
Closed -$362K – 140
2022
Q4 		$362K Hold
7,925
– – 0.21% 93
2022
Q3 		$320K Buy
7,925
+1,675
+27% +$73.1K 0.19% 94
2022
Q2 		$261K Buy
6,250
+1,250
+25% +$64.7K 0.16% 104
2022
Q1 		$261K Sell
5,000
-10,250
-67% -$522K 0.13% 124
2021
Q4 		$723K Buy
15,250
+5,750
+61% +$263K 0.36% 66
2021
Q3 		$432K Buy
9,500
+950
+11% +$45.9K 0.22% 87
2021
Q2 		$408K Sell
8,550
-18,018
-68% -$885K 0.2% 96
2021
Q1 		$1.36M Buy
26,568
+763
+3% +$34.2K 0.76% 38
2020
Q4 		$1.06M Sell
25,805
-9,103
-26% -$366K 0.63% 38
2020
Q3 		$1.35M Buy
34,908
+2,712
+8% +$113K 0.84% 32
2020
Q2 		$1.26M Buy
+32,196
New +$1.26M 0.97% 30
2020
Q1 		– Sell
-7,559
Closed -$377K – 98
2019
Q4 		$377K Buy
7,559
+2,511
+50% +$118K 0.28% 66
2019
Q3 		$206K Sell
5,048
-150
-3% -$6.9K 0.17% 83
2019
Q2 		$259K Buy
5,198
+17
+0.3% +$890 0.2% 81
2019
Q1 		$298K Buy
5,181
+8
+0.2% +$409 0.26% 74
2018
Q4 		$255K Buy
5,173
+7
+0.1% +$406 0.28% 72
2018
Q3 		$312K Sell
5,166
-294
-5% -$17.5K 0.28% 77
2018
Q2 		$310K Buy
5,460
+5
+0.1% +$288 0.3% 75
2018
Q1 		$340K Sell
5,455
-995
-15% -$65.9K 0.35% 68
2017
Q4 		$461K Buy
+6,450
New +$432K 0.46% 62

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Congress Park Capital's MO Position: Q1 2023 in Review

Congress Park Capital sold out of Altria Group (MO) in Q1 2023, closing a stake of 7,925 shares — an estimated $362K sold.

Congress Park Capital first reported a position in MO in Q4 2017 and held it in 20 quarters. The position peaked at $1.36M in Q1 2021. 1,868 funds tracked by Wall St. Rank hold MO as of Q1 2023.

  • Congress Park Capital reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
  • Congress Park Capital sold 7,925 Altria Group shares in Q1 2023, an estimated $362K.
  • Congress Park Capital first reported a position in Altria Group in Q4 2017 and held it in 20 quarters.
  • Congress Park Capital's Altria Group position peaked at $1.36M in Q1 2021.
  • 1,868 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Congress Park Capital's 13F filing for Q1 2023, filed 20 Apr 2023.