Credential Qtrade Securities’s Altria Group MO Stock Holding History

Credential Qtrade Securities’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
2022 Q4	–	Sell	-100	Closed	-$4.04K	–	383
2022 Q3	$4.04K	Sell	100 -20,070	-100%	-$875K	﹤0.01%	318
2022 Q2	$843K	Buy	20,170 +330	+2%	+$17.1K	0.06%	144
2022 Q1	$1.04M	Buy	+19,840	New	+$1.01M	0.07%	133
2019 Q3	–	Sell	-108	Closed	-$5.11K	–	294
2019 Q2	$5.11K	Buy	108 +66	+157%	+$3.46K	﹤0.01%	262
2019 Q1	$2.41K	Sell	42 -7,527	-99%	-$385K	﹤0.01%	262
2018 Q4	$374K	Sell	7,569 -8,093	-52%	-$469K	0.08%	124
2018 Q3	$945K	Buy	+15,662	New	+$930K	0.19%	81

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Credential Qtrade Securities's MO Position: Q4 2022 in Review

Credential Qtrade Securities sold out of Altria Group (MO) in Q4 2022, closing a stake of 100 shares — an estimated $4.04K sold.

Credential Qtrade Securities first reported a position in MO in Q3 2018 and held it in 7 quarters. The position peaked at $1.04M in Q1 2022. 1,895 funds tracked by Wall St. Rank hold MO as of Q4 2022.

Credential Qtrade Securities reported no remaining Altria Group position as of Q4 2022 after selling out during the quarter.
Credential Qtrade Securities sold 100 Altria Group shares in Q4 2022, an estimated $4.04K.
Credential Qtrade Securities first reported a position in Altria Group in Q3 2018 and held it in 7 quarters.
Credential Qtrade Securities's Altria Group position peaked at $1.04M in Q1 2022.
1,895 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on Credential Qtrade Securities's 13F filing for Q4 2022, filed 21 Jul 2025.