FourThought Financial’s Altria Group MO Stock Holding History

FourThought Financial’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 Q3	$374K	Hold	9,252	–	–	0.06%	217
2022 Q2	$386K	Hold	9,252	–	–	0.06%	214
2022 Q1	$483K	Hold	9,252	–	–	0.06%	204
2021 Q4	$438K	Sell	9,252 -1,691	-15%	-$77.5K	0.06%	216
2021 Q3	$498K	Sell	10,943 -1,533	-12%	-$74K	0.07%	201
2021 Q2	$594K	Buy	12,476 +364	+3%	+$17.9K	0.08%	185
2021 Q1	$619K	Buy	12,112 +1,019	+9%	+$45.7K	0.09%	173
2020 Q4	$454K	Buy	+11,093	New	+$445K	0.07%	212

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FourThought Financial's MO Position: Q3 2022 in Review

FourThought Financial held its Altria Group (MO) position steady in Q3 2022 at 9,252 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #217.

FourThought Financial first reported a position in MO in Q4 2020 and has held it in 8 quarters since. The position peaked at $619K in Q1 2021. 1,763 funds tracked by Wall St. Rank hold MO as of Q3 2022.

FourThought Financial held 9,252 shares of Altria Group worth $374K as of Q3 2022.
FourThought Financial left its Altria Group share count unchanged in Q3 2022.
Altria Group made up 0.06% of FourThought Financial's portfolio in Q3 2022, its #217 holding.
FourThought Financial first reported a position in Altria Group in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Altria Group position peaked at $619K in Q1 2021.
1,763 funds tracked by Wall St. Rank held Altria Group as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.