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Goodwin Investment Advisory’s Altria Group MO Stock Holding History

Goodwin Investment Advisory’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
-330
Closed -$15.1K – 166
2022
Q4 		$15.1K Hold
330
– – 0.01% 132
2022
Q3 		$13K Buy
+330
New +$14.4K 0.01% 141
2022
Q2 		– Sell
-283
Closed -$15K – 202
2022
Q1 		$15K Buy
+283
New +$14.4K 0.01% 129

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Goodwin Investment Advisory's MO Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Altria Group (MO) in Q1 2023, closing a stake of 330 shares — an estimated $15.1K sold.

Goodwin Investment Advisory first reported a position in MO in Q1 2022 and held it in 3 quarters. The position peaked at $15.1K in Q4 2022. 1,868 funds tracked by Wall St. Rank hold MO as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 330 Altria Group shares in Q1 2023, an estimated $15.1K.
  • Goodwin Investment Advisory first reported a position in Altria Group in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Altria Group position peaked at $15.1K in Q4 2022.
  • 1,868 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.