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EnRich Financial Partners’s Altria Group MO Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-262
Closed -$13.7K – 162
2024
Q4 		$13.7K Hold
262
– – ﹤0.01% 158
2024
Q3 		$13.4K Hold
262
– – ﹤0.01% 160
2024
Q2 		$11.9K Hold
262
– – ﹤0.01% 168
2024
Q1 		$11.4K Buy
+262
New +$10.9K ﹤0.01% 157

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EnRich Financial Partners's MO Position: Q1 2025 in Review

EnRich Financial Partners sold out of Altria Group (MO) in Q1 2025, closing a stake of 262 shares — an estimated $13.7K sold.

EnRich Financial Partners first reported a position in MO in Q1 2024 and held it in 4 quarters. The position peaked at $13.7K in Q4 2024. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • EnRich Financial Partners reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 262 Altria Group shares in Q1 2025, an estimated $13.7K.
  • EnRich Financial Partners first reported a position in Altria Group in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Altria Group position peaked at $13.7K in Q4 2024.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.