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HC Advisors’s Altria Group MO Stock Holding History

HC 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
2024
Q2 		– Sell
-5,559
Closed -$242K – 67
2024
Q1 		$242K Buy
5,559
+16
+0.3% +$663 0.12% 80
2023
Q4 		$224K Buy
5,543
+575
+12% +$23.8K 0.13% 82
2023
Q3 		$209K Sell
4,968
-491
-9% -$21.7K 0.12% 76
2023
Q2 		$247K Sell
5,459
-975
-15% -$44.2K 0.14% 69
2023
Q1 		$287K Sell
6,434
-475
-7% -$21.8K 0.18% 65
2022
Q4 		$316K Buy
+6,909
New +$313K 0.22% 63
2021
Q3 		– Sell
-14,139
Closed -$674K – 84
2021
Q2 		$674K Sell
14,139
-43
-0.3% -$2.11K 0.41% 37
2021
Q1 		$726K Buy
+14,182
New +$635K 0.47% 34

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HC Advisors's MO Position: Q2 2024 in Review

HC Advisors sold out of Altria Group (MO) in Q2 2024, closing a stake of 5,559 shares — an estimated $242K sold.

HC Advisors first reported a position in MO in Q1 2021 and held it in 8 quarters. The position peaked at $726K in Q1 2021. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • HC Advisors reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • HC Advisors sold 5,559 Altria Group shares in Q2 2024, an estimated $242K.
  • HC Advisors first reported a position in Altria Group in Q1 2021 and held it in 8 quarters.
  • HC Advisors's Altria Group position peaked at $726K in Q1 2021.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.