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Intelligent Financial Strategies’s Altria Group MO Stock Holding History

Intelligent Financial Strategies’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
-800
Closed -$35.7K – 86
2024
Q1 		$35.7K Hold
800
– – 0.02% 70
2023
Q4 		$33.1K Hold
800
– – 0.02% 59
2023
Q3 		$34.4K Hold
800
– – 0.03% 68
2023
Q2 		$37K Hold
800
– – 0.03% 69
2023
Q1 		$36.4K Hold
800
– – 0.03% 71
2022
Q4 		$37.3K Hold
800
– – 0.03% 71
2022
Q3 		$32K Hold
800
– – 0.03% 70
2022
Q2 		$33K Hold
800
– – 0.03% 72
2022
Q1 		$42K Hold
800
– – 0.04% 74
2021
Q4 		$38K Buy
+800
New +$36.7K 0.03% 79

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

Intelligent Financial Strategies's MO Position: Q2 2024 in Review

Intelligent Financial Strategies sold out of Altria Group (MO) in Q2 2024, closing a stake of 800 shares — an estimated $35.7K sold.

Intelligent Financial Strategies first reported a position in MO in Q4 2021 and held it in 10 quarters. The position peaked at $42K in Q1 2022. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Intelligent Financial Strategies reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • Intelligent Financial Strategies sold 800 Altria Group shares in Q2 2024, an estimated $35.7K.
  • Intelligent Financial Strategies first reported a position in Altria Group in Q4 2021 and held it in 10 quarters.
  • Intelligent Financial Strategies's Altria Group position peaked at $42K in Q1 2022.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Intelligent Financial Strategies's 13F filing for Q2 2024, filed 25 Jul 2024.