EWG Elevate’s Altria Group MO Stock Holding History

EWG Elevate’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 Q1	–	Sell	-392	Closed	-$17.9K	–	490
2022 Q4	$17.9K	Buy	+392	New	+$17.8K	0.01%	304

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EWG Elevate's MO Position: Q1 2023 in Review

EWG Elevate sold out of Altria Group (MO) in Q1 2023, closing a stake of 392 shares — an estimated $17.9K sold.

EWG Elevate first reported a position in MO in Q4 2022 and held it in 1 quarter. The position peaked at $17.9K in Q4 2022. 1,868 funds tracked by Wall St. Rank hold MO as of Q1 2023.

EWG Elevate reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 392 Altria Group shares in Q1 2023, an estimated $17.9K.
EWG Elevate first reported a position in Altria Group in Q4 2022 and held it in 1 quarter.
EWG Elevate's Altria Group position peaked at $17.9K in Q4 2022.
1,868 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.