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Laurel Wealth Planning’s Altria Group MO Stock Holding History

Laurel Wealth Planning’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
-51
Closed -$2.33K – 145
2022
Q4 		$2.33K Hold
51
– – ﹤0.01% 197
2022
Q3 		$2K Hold
51
– – ﹤0.01% 203
2022
Q2 		$2K Hold
51
– – ﹤0.01% 222
2022
Q1 		$3K Hold
51
– – ﹤0.01% 237
2021
Q4 		$2K Hold
51
– – ﹤0.01% 188
2021
Q3 		$2K Buy
+51
New +$2.46K ﹤0.01% 195

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laurel Wealth Planning's MO Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Altria Group (MO) in Q1 2023, closing a stake of 51 shares — an estimated $2.33K sold.

Laurel Wealth Planning first reported a position in MO in Q3 2021 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 1,868 funds tracked by Wall St. Rank hold MO as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 51 Altria Group shares in Q1 2023, an estimated $2.33K.
  • Laurel Wealth Planning first reported a position in Altria Group in Q3 2021 and held it in 6 quarters.
  • Laurel Wealth Planning's Altria Group position peaked at $3K in Q1 2022.
  • 1,868 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.