Core Wealth Advisors (Florida)’s Altria Group MO Stock Holding History

Core Wealth Advisors (Florida)’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	-170	Closed	-$7.42K	–	167
2024 Q1	$7.42K	Hold	170	–	–	﹤0.01%	205
2023 Q4	$6.86K	Buy	170 +59	+53%	+$2.44K	﹤0.01%	203
2023 Q3	$4.67K	Hold	111	–	–	﹤0.01%	201
2023 Q2	$5.03K	Sell	111 -1,079	-91%	-$48.9K	﹤0.01%	193
2023 Q1	$53.1K	Buy	1,190 +224	+23%	+$10.3K	0.02%	78
2022 Q4	$44.2K	Buy	966 +594	+160%	+$26.9K	0.02%	83
2022 Q3	$15K	Buy	+372	New	+$16.2K	0.01%	120
2020 Q2	–	Sell	-56	Closed	-$2K	–	152
2020 Q1	$2K	Buy	+56	New	+$2.48K	﹤0.01%	133

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Core Wealth Advisors (Florida)'s MO Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Altria Group (MO) in Q2 2024, closing a stake of 170 shares — an estimated $7.42K sold.

Core Wealth Advisors (Florida) first reported a position in MO in Q1 2020 and held it in 8 quarters. The position peaked at $53.1K in Q1 2023. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 170 Altria Group shares in Q2 2024, an estimated $7.42K.
Core Wealth Advisors (Florida) first reported a position in Altria Group in Q1 2020 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s Altria Group position peaked at $53.1K in Q1 2023.
1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.