Foresight Wealth Management’s Altria Group MO Stock Holding History

Foresight Wealth Management’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
2022 Q4	–	Sell	-17,783	Closed	-$718K	–	70
2022 Q3	$718K	Buy	17,783 +2,065	+13%	+$90.1K	0.16%	56
2022 Q2	$657K	Buy	15,718 +1,222	+8%	+$63.3K	0.14%	62
2022 Q1	$757K	Buy	14,496 +2,750	+23%	+$140K	0.14%	60
2021 Q4	$557K	Buy	11,746 +665	+6%	+$30.5K	0.01%	75
2021 Q3	$504K	Sell	11,081 -644	-5%	-$31.1K	0.1%	74
2021 Q2	$559K	Buy	11,725 +1,834	+19%	+$90.1K	0.12%	73
2021 Q1	$506K	Buy	9,891 +3,211	+48%	+$144K	0.13%	71
2020 Q4	$274K	Buy	+6,680	New	+$268K	0.07%	96

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foresight Wealth Management's MO Position: Q4 2022 in Review

Foresight Wealth Management sold out of Altria Group (MO) in Q4 2022, closing a stake of 17,783 shares — an estimated $718K sold.

Foresight Wealth Management first reported a position in MO in Q4 2020 and held it in 8 quarters. The position peaked at $757K in Q1 2022. 1,898 funds tracked by Wall St. Rank hold MO as of Q4 2022.

Foresight Wealth Management reported no remaining Altria Group position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 17,783 Altria Group shares in Q4 2022, an estimated $718K.
Foresight Wealth Management first reported a position in Altria Group in Q4 2020 and held it in 8 quarters.
Foresight Wealth Management's Altria Group position peaked at $757K in Q1 2022.
1,898 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.