HWMA
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Heritage Wealth Management (Arizona)’s Altria Group MO Stock Holding History

Heritage Wealth Management (Arizona)’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 		$324K Sell
7,110
-55
-0.8% -$2.44K 0.18% 110
2024
Q1 		$313K Buy
+7,165
New +$297K 0.16% 124
2022
Q4 		$35.7K Buy
782
+524
+203% +$23.7K 0.01% 557
2022
Q3 		$10K Sell
258
-293
-53% -$12.8K ﹤0.01% 653
2022
Q2 		$23K Sell
551
-2,139
-80% -$111K 0.01% 520
2022
Q1 		$141K Buy
+2,690
New +$137K 0.04% 327
2021
Q3 		$163K Buy
3,590
+55
+2% +$2.66K 0.06% 251
2021
Q2 		$169K Sell
3,535
-180
-5% -$8.84K 0.06% 255
2021
Q1 		$190K Buy
+3,715
New +$166K 0.11% 170

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B 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