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Evergreen Private Wealth’s Altria Group MO Stock Holding History

Evergreen Private Wealth’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
Q4 		– Sell
-55
Closed -$2.81K – 211
2024
Q3 		$2.81K Hold
55
– – ﹤0.01% 182
2024
Q2 		$2.5K Hold
55
– – ﹤0.01% 189
2024
Q1 		$2.4K Hold
55
– – ﹤0.01% 193
2023
Q4 		$2.22K Buy
+55
New +$2.27K ﹤0.01% 199

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Private Wealth's MO Position: Q4 2024 in Review

Evergreen Private Wealth sold out of Altria Group (MO) in Q4 2024, closing a stake of 55 shares — an estimated $2.81K sold.

Evergreen Private Wealth first reported a position in MO in Q4 2023 and held it in 4 quarters. The position peaked at $2.81K in Q3 2024. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Evergreen Private Wealth reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 55 Altria Group shares in Q4 2024, an estimated $2.81K.
  • Evergreen Private Wealth first reported a position in Altria Group in Q4 2023 and held it in 4 quarters.
  • Evergreen Private Wealth's Altria Group position peaked at $2.81K in Q3 2024.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Evergreen Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.