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Curi Wealth Management’s Altria Group MO Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-5,212
Closed -$210K – 88
2023
Q4 		$210K Buy
5,212
+264
+5% +$10.9K 0.03% 154
2023
Q3 		$208K Sell
4,948
-357
-7% -$15.8K 0.03% 140
2023
Q2 		$240K Buy
5,305
+40
+0.8% +$1.81K 0.03% 152
2023
Q1 		$235K Sell
5,265
-2,859
-35% -$131K 0.03% 146
2022
Q4 		$371K Buy
8,124
+2,702
+50% +$122K 0.05% 130
2022
Q3 		$219K Buy
5,422
+3,376
+165% +$147K 0.04% 163
2022
Q2 		$85K Buy
2,046
+141
+7% +$7.3K 0.02% 187
2022
Q1 		$99K Buy
1,905
+490
+35% +$25K 0.02% 161
2021
Q4 		$67K Buy
+1,415
New +$64.8K 0.01% 170
2021
Q1 		– Sell
-1,005
Closed -$41K – 333
2020
Q4 		$41K Buy
+1,005
New +$40.4K 0.03% 161

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

Curi Wealth Management's MO Position: Q1 2024 in Review

Curi Wealth Management sold out of Altria Group (MO) in Q1 2024, closing a stake of 5,212 shares — an estimated $210K sold.

Curi Wealth Management first reported a position in MO in Q4 2020 and held it in 10 quarters. The position peaked at $371K in Q4 2022. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • Curi Wealth Management reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 5,212 Altria Group shares in Q1 2024, an estimated $210K.
  • Curi Wealth Management first reported a position in Altria Group in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Altria Group position peaked at $371K in Q4 2022.
  • 1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.