Custom Portfolio Group’s Altria Group MO Stock Holding History

Custom Portfolio Group’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	$23.3K	Hold	500	–	–	0.02%	137
2024 Q1	$22.3K	Hold	500	–	–	0.02%	139
2023 Q4	$20.7K	Buy	+500	New	+$20.7K	0.02%	136

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Custom Portfolio Group's MO Position: Q2 2024 in Review

Custom Portfolio Group held its Altria Group (MO) position steady in Q2 2024 at 500 shares worth $23.3K. The position accounts for 0.02% of the portfolio, ranked #137.

Custom Portfolio Group first reported a position in MO in Q4 2023 and has held it in 3 quarters since. 1,917 funds tracked by Wall St. Rank hold MO as of Q2 2024.

Custom Portfolio Group held 500 shares of Altria Group worth $23.3K as of Q2 2024.
Custom Portfolio Group left its Altria Group share count unchanged in Q2 2024.
Altria Group made up 0.02% of Custom Portfolio Group's portfolio in Q2 2024, its #137 holding.
Custom Portfolio Group first reported a position in Altria Group in Q4 2023 and has held it in 3 quarters since.
1,917 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.