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 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s MO Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Altria Group (MO) stake by 0.77% in Q2 2024, selling an estimated $2.44K and leaving 7,110 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #110.

Heritage Wealth Management (Arizona) first reported a position in MO in Q1 2021 and has held it in 9 quarters since. 1,917 funds tracked by Wall St. Rank hold MO as of Q2 2024.

Heritage Wealth Management (Arizona) held 7,110 shares of Altria Group worth $324K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 55 Altria Group shares in Q2 2024, an estimated $2.44K.
Altria Group made up 0.18% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #110 holding.
Heritage Wealth Management (Arizona) first reported a position in Altria Group in Q1 2021 and has held it in 9 quarters since.
1,917 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.