KB Financial Partners’s Altria Group MO Stock Holding History

KB Financial 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 Q3	$13K	Hold	308	–	–	﹤0.01%	377
2023 Q2	$14K	Hold	308	–	–	﹤0.01%	377
2023 Q1	$14K	Hold	308	–	–	﹤0.01%	368
2022 Q4	$14K	Hold	308	–	–	﹤0.01%	368
2022 Q3	$12K	Hold	308	–	–	﹤0.01%	365
2022 Q2	$13K	Hold	308	–	–	﹤0.01%	356
2022 Q1	$16K	Hold	308	–	–	﹤0.01%	376
2021 Q4	$15K	Buy	+308	New	+$14.1K	﹤0.01%	399
2021 Q3	–	Sell	-308	Closed	-$15K	–	416
2021 Q2	$15K	Hold	308	–	–	0.01%	376
2021 Q1	$16K	Buy	+308	New	+$13.8K	0.01%	391

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

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

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

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

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

KB Financial Partners's MO Position: Q3 2023 in Review

KB Financial Partners held its Altria Group (MO) position steady in Q3 2023 at 308 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

KB Financial Partners first reported a position in MO in Q1 2021 and has held it in 10 quarters since. The position peaked at $16K in Q1 2022. 1,836 funds tracked by Wall St. Rank hold MO as of Q3 2023.

KB Financial Partners held 308 shares of Altria Group worth $13K as of Q3 2023.
KB Financial Partners left its Altria Group share count unchanged in Q3 2023.
Altria Group made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #377 holding.
KB Financial Partners first reported a position in Altria Group in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Altria Group position peaked at $16K in Q1 2022.
1,836 funds tracked by Wall St. Rank held Altria Group as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.