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LifePro Asset Management’s Altria Group MO Stock Holding History

LifePro Asset Management’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
Q3 		$2.3M Sell
45,118
-3,404
-7% -$172K 1.41% 24
2024
Q2 		$2.21M Buy
+48,522
New +$2.15M 1.58% 23

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

LifePro Asset Management's MO Position: Q3 2024 in Review

LifePro Asset Management reduced its Altria Group (MO) stake by 7% in Q3 2024, selling an estimated $172K and leaving 45,118 shares worth $2.3M. The position accounts for 1.41% of the portfolio, ranked #24.

LifePro Asset Management first reported a position in MO in Q2 2024 and has held it in 2 quarters since. 1,990 funds tracked by Wall St. Rank hold MO as of Q3 2024.

  • LifePro Asset Management held 45,118 shares of Altria Group worth $2.3M as of Q3 2024.
  • LifePro Asset Management sold 3,404 Altria Group shares in Q3 2024, an estimated $172K.
  • Altria Group made up 1.41% of LifePro Asset Management's portfolio in Q3 2024, its #24 holding.
  • LifePro Asset Management first reported a position in Altria Group in Q2 2024 and has held it in 2 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Altria Group as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.