LFA
MO icon

Level Financial Advisors’s Altria Group MO Stock Holding History

Level Financial Advisors’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
-7
Closed – – 276
2022
Q4 		$0 Buy
+7
New +$317 ﹤0.01% 287
2022
Q3 		– Sell
-500
Closed -$21K – 298
2022
Q2 		$21K Buy
+500
New +$25.9K 0.02% 140
2022
Q1 		– Sell
-390
Closed -$18K – 261
2021
Q4 		$18K Buy
+390
New +$17.9K 0.01% 136

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

Level Financial Advisors's MO Position: Q1 2023 in Review

Level Financial Advisors sold out of Altria Group (MO) in Q1 2023, closing a stake of 7 shares.

Level Financial Advisors first reported a position in MO in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q2 2022. 1,868 funds tracked by Wall St. Rank hold MO as of Q1 2023.

  • Level Financial Advisors reported no remaining Altria Group position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 7 Altria Group shares in Q1 2023.
  • Level Financial Advisors first reported a position in Altria Group in Q4 2021 and held it in 3 quarters.
  • Level Financial Advisors's Altria Group position peaked at $21K in Q2 2022.
  • 1,868 funds tracked by Wall St. Rank held Altria Group as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.