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Laidlaw Wealth Management’s Altria Group MO Stock Holding History

Laidlaw 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
Q1 		– Sell
-7,658
Closed -$309K – 213
2023
Q4 		$309K Hold
7,658
– – 0.11% 180
2023
Q3 		$322K Sell
7,658
-2,472
-24% -$109K 0.11% 192
2023
Q2 		$459K Buy
10,130
+1,016
+11% +$46K 0.09% 207
2023
Q1 		$407K Buy
9,114
+392
+4% +$18K 0.08% 223
2022
Q4 		$399K Sell
8,722
-733
-8% -$33.2K 0.09% 222
2022
Q3 		$382K Sell
9,455
-1,054
-10% -$46K 0.09% 208
2022
Q2 		$439K Buy
10,509
+2,473
+31% +$128K 0.09% 213
2022
Q1 		$420K Sell
8,036
-5,875
-42% -$299K 0.07% 243
2021
Q4 		$659K Buy
13,911
+3,542
+34% +$162K 0.11% 193
2021
Q3 		$472K Buy
10,369
+2,344
+29% +$113K 0.12% 158
2021
Q2 		$383K Buy
8,025
+588
+8% +$28.9K 0.1% 175
2021
Q1 		$380K Sell
7,437
-1,406
-16% -$63K 0.13% 147
2020
Q4 		$363K Buy
8,843
+1,143
+15% +$45.9K 0.08% 234
2020
Q3 		$298K Sell
7,700
-245
-3% -$10.2K 0.13% 153
2020
Q2 		$312K Sell
7,945
-958
-11% -$37.4K 0.16% 127
2020
Q1 		$344K Sell
8,903
-773
-8% -$34.3K 0.23% 104
2019
Q4 		$483K Buy
+9,676
New +$456K 0.31% 95

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laidlaw Wealth Management's MO Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Altria Group (MO) in Q1 2024, closing a stake of 7,658 shares — an estimated $309K sold.

Laidlaw Wealth Management first reported a position in MO in Q4 2019 and held it in 17 quarters. The position peaked at $659K in Q4 2021. 1,899 funds tracked by Wall St. Rank hold MO as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Altria Group position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 7,658 Altria Group shares in Q1 2024, an estimated $309K.
  • Laidlaw Wealth Management first reported a position in Altria Group in Q4 2019 and held it in 17 quarters.
  • Laidlaw Wealth Management's Altria Group position peaked at $659K in Q4 2021.
  • 1,899 funds tracked by Wall St. Rank held Altria Group as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.