Hibernia Wealth Partners’s Altria Group MO Stock Holding History

Hibernia Wealth Partners’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 Q4	–	Sell	-235	Closed	-$9.87K	–	233
2023 Q3	$9.87K	Buy	+235	New	+$10.4K	0.01%	177

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hibernia Wealth Partners's MO Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Altria Group (MO) in Q4 2023, closing a stake of 235 shares — an estimated $9.87K sold.

Hibernia Wealth Partners first reported a position in MO in Q3 2023 and held it in 1 quarter. The position peaked at $9.87K in Q3 2023. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

Hibernia Wealth Partners reported no remaining Altria Group position as of Q4 2023 after selling out during the quarter.
Hibernia Wealth Partners sold 235 Altria Group shares in Q4 2023, an estimated $9.87K.
Hibernia Wealth Partners first reported a position in Altria Group in Q3 2023 and held it in 1 quarter.
Hibernia Wealth Partners's Altria Group position peaked at $9.87K in Q3 2023.
1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.