Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Altria Group MO Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-725
Closed -$30.5K – 325
2023
Q3 		$30.5K Buy
+725
New +$32K 0.01% 219

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Charles Schwab
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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
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

Legacy Financial Group (Iowa)'s MO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Altria Group (MO) in Q4 2023, closing a stake of 725 shares — an estimated $30.5K sold.

Legacy Financial Group (Iowa) first reported a position in MO in Q3 2023 and held it in 1 quarter. The position peaked at $30.5K in Q3 2023. 1,883 funds tracked by Wall St. Rank hold MO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Altria Group position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 725 Altria Group shares in Q4 2023, an estimated $30.5K.
  • Legacy Financial Group (Iowa) first reported a position in Altria Group in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Altria Group position peaked at $30.5K in Q3 2023.
  • 1,883 funds tracked by Wall St. Rank held Altria Group as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.