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Legacy Capital Group California’s Altria Group MO Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-19,575
Closed -$854K – 328
2024
Q1 		$854K Sell
19,575
-650
-3% -$27K 0.32% 95
2023
Q4 		$816K Buy
+20,225
New +$836K 0.32% 90
2023
Q3 		– Sell
-19,025
Closed -$862K – 287
2023
Q2 		$862K Buy
19,025
+537
+3% +$24.3K 0.35% 73
2023
Q1 		$825K Buy
+18,488
New +$850K 0.4% 66

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Group California's MO Position: Q2 2024 in Review

Legacy Capital Group California sold out of Altria Group (MO) in Q2 2024, closing a stake of 19,575 shares — an estimated $854K sold.

Legacy Capital Group California first reported a position in MO in Q1 2023 and held it in 4 quarters. The position peaked at $862K in Q2 2023. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Legacy Capital Group California reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 19,575 Altria Group shares in Q2 2024, an estimated $854K.
  • Legacy Capital Group California first reported a position in Altria Group in Q1 2023 and held it in 4 quarters.
  • Legacy Capital Group California's Altria Group position peaked at $862K in Q2 2023.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Legacy Capital Group California's 13F filing for Q2 2024, filed 22 Jul 2024.