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Legacy Capital Wealth Partners’s Altria Group MO Stock Holding History

Legacy Capital Wealth Partners’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
-4,510
Closed -$208K – 347
2024
Q1 		$208K Buy
+4,510
New +$187K 0.15% 104

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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 Wealth Partners's MO Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Altria Group (MO) in Q2 2024, closing a stake of 4,510 shares — an estimated $208K sold.

Legacy Capital Wealth Partners first reported a position in MO in Q1 2024 and held it in 1 quarter. The position peaked at $208K in Q1 2024. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Altria Group position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 4,510 Altria Group shares in Q2 2024, an estimated $208K.
  • Legacy Capital Wealth Partners first reported a position in Altria Group in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Altria Group position peaked at $208K in Q1 2024.
  • 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.