Kanen Wealth Management’s Altria Group MO Stock Holding History

Kanen Wealth 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
2022 Q4	–	Sell	-60,000	Closed	-$2.42M	–	26
2022 Q3	$2.42M	Buy	+60,000	New	+$2.62M	1.42%	18
2022 Q1	–	Sell	-64,752	Closed	-$3.07M	–	24
2021 Q4	$3.07M	Buy	64,752 +42,175	+187%	+$1.93M	1.06%	15
2021 Q3	$1.03M	Sell	22,577 -9,115	-29%	-$440K	0.37%	20
2021 Q2	$1.51M	Sell	31,692 -28,308	-47%	-$1.39M	0.34%	18
2021 Q1	$3.07M	Buy	+60,000	New	+$2.69M	1.6%	12

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Kanen Wealth Management's MO Position: Q4 2022 in Review

Kanen Wealth Management sold out of Altria Group (MO) in Q4 2022, closing a stake of 60,000 shares — an estimated $2.42M sold.

Kanen Wealth Management first reported a position in MO in Q1 2021 and held it in 5 quarters. The position peaked at $3.07M in Q1 2021. 1,898 funds tracked by Wall St. Rank hold MO as of Q4 2022.

Kanen Wealth Management reported no remaining Altria Group position as of Q4 2022 after selling out during the quarter.
Kanen Wealth Management sold 60,000 Altria Group shares in Q4 2022, an estimated $2.42M.
Kanen Wealth Management first reported a position in Altria Group in Q1 2021 and held it in 5 quarters.
Kanen Wealth Management's Altria Group position peaked at $3.07M in Q1 2021.
1,898 funds tracked by Wall St. Rank held Altria Group as of Q4 2022.

Based on Kanen Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.