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Kolinsky Wealth Management’s Altria Group MO Stock Holding History

Kolinsky 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
2024
Q4 		– Sell
-4,206
Closed -$215K – 191
2024
Q3 		$215K Sell
4,206
-264
-6% -$13.3K 0.14% 155
2024
Q2 		$204K Buy
+4,470
New +$198K 0.15% 148
2023
Q1 		– Sell
-5,976
Closed -$273K – 134
2022
Q4 		$273K Buy
5,976
+219
+4% +$9.92K 0.31% 85
2022
Q3 		$232K Sell
5,757
-25
-0.4% -$1.09K 0.29% 95
2022
Q2 		$242K Sell
5,782
-82
-1% -$4.25K 0.29% 96
2022
Q1 		$306K Buy
5,864
+897
+18% +$45.7K 0.3% 78
2021
Q4 		$235K Buy
+4,967
New +$228K 0.22% 123

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kolinsky Wealth Management's MO Position: Q4 2024 in Review

Kolinsky Wealth Management sold out of Altria Group (MO) in Q4 2024, closing a stake of 4,206 shares — an estimated $215K sold.

Kolinsky Wealth Management first reported a position in MO in Q4 2021 and held it in 7 quarters. The position peaked at $306K in Q1 2022. 2,170 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Kolinsky Wealth Management reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
  • Kolinsky Wealth Management sold 4,206 Altria Group shares in Q4 2024, an estimated $215K.
  • Kolinsky Wealth Management first reported a position in Altria Group in Q4 2021 and held it in 7 quarters.
  • Kolinsky Wealth Management's Altria Group position peaked at $306K in Q1 2022.
  • 2,170 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.