KLR Investment Advisors’s Altria Group MO Stock Holding History

KLR Investment 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	-8,662	Closed	-$403K	–	183
2022 Q4	$403K	Buy	+8,662	New	+$392K	0.33%	86

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

KLR Investment Advisors's MO Position: Q1 2023 in Review

KLR Investment Advisors sold out of Altria Group (MO) in Q1 2023, closing a stake of 8,662 shares — an estimated $403K sold.

KLR Investment Advisors first reported a position in MO in Q4 2022 and held it in 1 quarter. The position peaked at $403K in Q4 2022. 1,868 funds tracked by Wall St. Rank hold MO as of Q1 2023.

KLR Investment Advisors reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
KLR Investment Advisors sold 8,662 Altria Group shares in Q1 2023, an estimated $403K.
KLR Investment Advisors first reported a position in Altria Group in Q4 2022 and held it in 1 quarter.
KLR Investment Advisors's Altria Group position peaked at $403K in Q4 2022.
1,868 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on KLR Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.