GFWA
MO icon

Grey Fox Wealth Advisors’s Altria Group MO Stock Holding History

Grey Fox Wealth Advisors’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
-2
Closed -$91 – 366
2023
Q1 		$91 Sell
2
-8
-80% -$368 ﹤0.01% 518
2022
Q4 		$457 Buy
+10
New +$453 ﹤0.01% 375

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

Grey Fox Wealth Advisors's MO Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Altria Group (MO) in Q2 2023, closing a stake of 2 shares — an estimated $91 sold.

Grey Fox Wealth Advisors first reported a position in MO in Q4 2022 and held it in 2 quarters. The position peaked at $457 in Q4 2022. 1,880 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 2 Altria Group shares in Q2 2023, an estimated $91.
  • Grey Fox Wealth Advisors first reported a position in Altria Group in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Altria Group position peaked at $457 in Q4 2022.
  • 1,880 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.