DB Wealth Management Group’s Altria Group MO Stock Holding History

DB Wealth Management 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
2023 Q4	$6.13K	Hold	152	–	–	﹤0.01%	302
2023 Q3	$6.39K	Sell	152 -435	-74%	-$19.2K	﹤0.01%	299
2023 Q2	$26.6K	Hold	587	–	–	0.02%	205
2023 Q1	$26.2K	Hold	587	–	–	0.02%	204
2022 Q4	$26.8K	Hold	587	–	–	0.02%	199
2022 Q3	$24K	Hold	587	–	–	0.02%	214
2022 Q2	$25K	Hold	587	–	–	0.02%	210
2022 Q1	$31K	Buy	587 +435	+286%	+$22.2K	0.02%	209
2021 Q4	$7K	Hold	152	–	–	﹤0.01%	294
2021 Q3	$7K	Hold	152	–	–	﹤0.01%	287
2021 Q2	$7K	Hold	152	–	–	﹤0.01%	286
2021 Q1	$8K	Sell	152 -411	-73%	-$18.4K	0.01%	292
2020 Q4	$23K	Buy	+563	New	+$22.6K	0.02%	213

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

DB Wealth Management Group's MO Position: Q4 2023 in Review

DB Wealth Management Group held its Altria Group (MO) position steady in Q4 2023 at 152 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

DB Wealth Management Group first reported a position in MO in Q4 2020 and has held it in 13 quarters since. The position peaked at $31K in Q1 2022. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

DB Wealth Management Group held 152 shares of Altria Group worth $6.13K as of Q4 2023.
DB Wealth Management Group left its Altria Group share count unchanged in Q4 2023.
Altria Group made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #302 holding.
DB Wealth Management Group first reported a position in Altria Group in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Altria Group position peaked at $31K in Q1 2022.
1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.