Core Wealth Partners’s Altria Group MO Stock Holding History

Core Wealth Partners’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	-5,182	Closed	-$417K	–	126
2022 Q4	$417K	Buy	+5,182	New	+$235K	0.47%	53

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Core Wealth Partners's MO Position: Q1 2023 in Review

Core Wealth Partners sold out of Altria Group (MO) in Q1 2023, closing a stake of 5,182 shares — an estimated $417K sold.

Core Wealth Partners first reported a position in MO in Q4 2022 and held it in 1 quarter. The position peaked at $417K in Q4 2022. 1,868 funds tracked by Wall St. Rank hold MO as of Q1 2023.

Core Wealth Partners reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
Core Wealth Partners sold 5,182 Altria Group shares in Q1 2023, an estimated $417K.
Core Wealth Partners first reported a position in Altria Group in Q4 2022 and held it in 1 quarter.
Core Wealth Partners's Altria Group position peaked at $417K in Q4 2022.
1,868 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.