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Leo Brokerage’s Altria Group MO Stock Holding History

Leo Brokerage’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
Q2 		$505K Buy
11,143
+1,540
+16% +$69.7K 0.06% 183
2023
Q1 		$429K Buy
+9,603
New +$441K 0.06% 194
2022
Q2 		$239K Sell
5,715
-103
-2% -$5.33K 0.06% 154
2022
Q1 		$304K Buy
+5,818
New +$296K 0.05% 194
2021
Q2 		– Sell
-4,391
Closed -$225K – 194
2021
Q1 		$225K Buy
+4,391
New +$197K 0.06% 168

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Leo Brokerage's MO Position: Q2 2023 in Review

Leo Brokerage increased its Altria Group (MO) stake by 16% in Q2 2023, buying an estimated $69.7K and bringing the position to 11,143 shares worth $505K. The position accounts for 0.06% of the portfolio, ranked #183.

Leo Brokerage first reported a position in MO in Q1 2021 and has held it in 5 quarters since. 1,881 funds tracked by Wall St. Rank hold MO as of Q2 2023.

  • Leo Brokerage held 11,143 shares of Altria Group worth $505K as of Q2 2023.
  • Leo Brokerage bought 1,540 Altria Group shares in Q2 2023, an estimated $69.7K.
  • Altria Group made up 0.06% of Leo Brokerage's portfolio in Q2 2023, its #183 holding.
  • Leo Brokerage first reported a position in Altria Group in Q1 2021 and has held it in 5 quarters since.
  • 1,881 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.