Interactive Financial Advisors’s Altria Group MO Stock Holding History

Interactive Financial Advisors’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 Q1	–	Sell	-100	Closed	-$4.57K	–	123
2022 Q4	$4.57K	Hold	100	–	–	﹤0.01%	164
2022 Q3	$4K	Sell	100 -100	-50%	-$4.36K	﹤0.01%	163
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	141
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	149
2021 Q4	$9K	Hold	200	–	–	﹤0.01%	150
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	159
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	159
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	151
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	152
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	139
2020 Q2	$8K	Hold	200	–	–	﹤0.01%	133
2020 Q1	$8K	Hold	200	–	–	0.01%	95
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	137
2019 Q3	$8K	Sell	200 -500	-71%	-$23K	﹤0.01%	119
2019 Q2	$33K	Sell	700 -100	-13%	-$5.24K	0.02%	111
2019 Q1	$46K	Buy	800 +500	+167%	+$25.6K	0.02%	92
2018 Q4	$15K	Hold	300	–	–	0.01%	82
2018 Q3	$18K	Sell	300 -50	-14%	-$2.97K	0.01%	104
2018 Q2	$20K	Buy	+350	New	+$20.2K	0.01%	98
2014 Q2	–	Sell	-30	Closed	-$1K	–	118
2014 Q1	$1K	Buy	+30	New	+$1.09K	﹤0.01%	109

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Interactive Financial Advisors's MO Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Altria Group (MO) in Q1 2023, closing a stake of 100 shares — an estimated $4.57K sold.

Interactive Financial Advisors first reported a position in MO in Q1 2014 and held it in 20 quarters. The position peaked at $46K in Q1 2019. 1,872 funds tracked by Wall St. Rank hold MO as of Q1 2023.

Interactive Financial Advisors reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 100 Altria Group shares in Q1 2023, an estimated $4.57K.
Interactive Financial Advisors first reported a position in Altria Group in Q1 2014 and held it in 20 quarters.
Interactive Financial Advisors's Altria Group position peaked at $46K in Q1 2019.
1,872 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.