HBC Financial Services’s Altria Group MO Stock Holding History

HBC Financial Services’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
2024 Q4	$3K	Hold	60	–	–	﹤0.01%	152
2024 Q3	$3K	Hold	60	–	–	﹤0.01%	152
2024 Q2	$3K	Hold	60	–	–	﹤0.01%	135
2024 Q1	$2K	Hold	60	–	–	﹤0.01%	145
2023 Q4	$2K	Hold	60	–	–	﹤0.01%	142
2023 Q3	$2K	Hold	60	–	–	﹤0.01%	151
2023 Q2	$2K	Hold	60	–	–	﹤0.01%	144
2023 Q1	$2K	Hold	60	–	–	﹤0.01%	158
2022 Q4	$2K	Hold	60	–	–	﹤0.01%	143
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	146
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	154
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	142
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	152
2021 Q3	$2K	Hold	60	–	–	﹤0.01%	144
2021 Q2	$2K	Hold	60	–	–	﹤0.01%	154
2021 Q1	$3.08K	Buy	+60	New	+$2.69K	﹤0.01%	151
2020 Q4	–	Sell	-116	Closed	-$4K	–	181
2020 Q3	$4K	Buy	116 +16	+16%	+$666	﹤0.01%	137
2020 Q2	$4K	Sell	100 -200	-67%	-$7.8K	﹤0.01%	136
2020 Q1	$11K	Hold	300	–	–	0.01%	108
2019 Q4	$15K	Buy	+300	New	+$14.2K	0.01%	123

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

HBC Financial Services's MO Position: Q4 2024 in Review

HBC Financial Services held its Altria Group (MO) position steady in Q4 2024 at 60 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

HBC Financial Services first reported a position in MO in Q4 2019 and has held it in 20 quarters since. The position peaked at $15K in Q4 2019. 2,170 funds tracked by Wall St. Rank hold MO as of Q4 2024.

HBC Financial Services held 60 shares of Altria Group worth $3K as of Q4 2024.
HBC Financial Services left its Altria Group share count unchanged in Q4 2024.
Altria Group made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #152 holding.
HBC Financial Services first reported a position in Altria Group in Q4 2019 and has held it in 20 quarters since.
HBC Financial Services's Altria Group position peaked at $15K in Q4 2019.
2,170 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.