Graves Light Lenhart Wealth’s Altria Group MO Stock Holding History

Graves Light Lenhart Wealth’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 Q2	–	Sell	-929	Closed	-$41.4K	–	202
2023 Q1	$41.4K	Buy	+929	New	+$42.7K	0.01%	175
2022 Q3	–	Sell	-1,372	Closed	-$57K	–	412
2022 Q2	$57K	Buy	1,372 +5	+0.4%	+$259	0.01%	291
2022 Q1	$71K	Buy	1,367 +5	+0.4%	+$255	0.01%	314
2021 Q4	$65K	Buy	1,362 +6	+0.4%	+$275	0.01%	365
2021 Q3	$62K	Sell	1,356 -14	-1%	-$676	0.01%	344
2021 Q2	$65K	Sell	1,370 -30	-2%	-$1.47K	0.01%	346
2021 Q1	$72K	Sell	1,400 -283	-17%	-$12.7K	0.01%	327
2020 Q4	$69K	Buy	+1,683	New	+$67.6K	0.01%	319

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Graves Light Lenhart Wealth's MO Position: Q2 2023 in Review

Graves Light Lenhart Wealth sold out of Altria Group (MO) in Q2 2023, closing a stake of 929 shares — an estimated $41.4K sold.

Graves Light Lenhart Wealth first reported a position in MO in Q4 2020 and held it in 8 quarters. The position peaked at $72K in Q1 2021. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

Graves Light Lenhart Wealth reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
Graves Light Lenhart Wealth sold 929 Altria Group shares in Q2 2023, an estimated $41.4K.
Graves Light Lenhart Wealth first reported a position in Altria Group in Q4 2020 and held it in 8 quarters.
Graves Light Lenhart Wealth's Altria Group position peaked at $72K in Q1 2021.
1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.