IAIM
MO icon

Industrial Alliance Investment Management’s Altria Group MO Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-74,893
Closed -$3.34M – 376
2023
Q1 		$3.34M Buy
74,893
+68,105
+1,003% +$3.13M 0.09% 179
2022
Q4 		$310K Buy
6,788
+24
+0.4% +$1.09K 0.01% 320
2022
Q3 		$273K Sell
6,764
-1,396
-17% -$60.9K 0.01% 318
2022
Q2 		$341K Buy
8,160
+1,889
+30% +$97.8K 0.01% 309
2022
Q1 		$328K Sell
6,271
-72
-1% -$3.67K 0.01% 330
2021
Q4 		$301K Buy
+6,343
New +$291K 0.01% 327

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Industrial Alliance Investment Management's MO Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Altria Group (MO) in Q2 2023, closing a stake of 74,893 shares — an estimated $3.34M sold.

Industrial Alliance Investment Management first reported a position in MO in Q4 2021 and held it in 6 quarters. The position peaked at $3.34M in Q1 2023. 1,881 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Altria Group position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 74,893 Altria Group shares in Q2 2023, an estimated $3.34M.
  • Industrial Alliance Investment Management first reported a position in Altria Group in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Altria Group position peaked at $3.34M in Q1 2023.
  • 1,881 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.