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Financial Architects (New Jersey)’s Altria Group MO Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-500
Closed -$24K – 1105
2019
Q2 		$24K Buy
+500
New +$26.2K ﹤0.01% 674
2017
Q4 		– Sell
-800
Closed -$50K – 1552
2017
Q3 		$50K Buy
+800
New +$53.3K 0.01% 685

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Architects (New Jersey)'s MO Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Altria Group (MO) stake by 1.8% in Q2 2023, buying an estimated $5.25K and bringing the position to 6,563 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #263.

Financial Architects (New Jersey) first reported a position in MO in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.93M in Q1 2019. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • Financial Architects (New Jersey) held 6,563 shares of Altria Group worth $297K as of Q2 2023.
  • Financial Architects (New Jersey) bought 116 Altria Group shares in Q2 2023, an estimated $5.25K.
  • Altria Group made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #263 holding.
  • Financial Architects (New Jersey) first reported a position in Altria Group in Q2 2013 and has held it in 41 quarters since.
  • Financial Architects (New Jersey)'s Altria Group position peaked at $1.93M in Q1 2019.
  • 1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.