Lumature Wealth Partners’s Altria Group MO Stock Holding History

Lumature 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
2023 Q2	$26.4K	Hold	583	–	–	0.02%	259
2023 Q1	$26K	Hold	583	–	–	0.01%	261
2022 Q4	$26.6K	Hold	583	–	–	0.01%	252
2022 Q3	$24K	Hold	583	–	–	0.01%	272
2022 Q2	$24K	Buy	583 +233	+67%	+$12.1K	0.01%	278
2022 Q1	$18K	Hold	350	–	–	0.01%	315
2021 Q4	$17K	Hold	350	–	–	0.01%	304
2021 Q3	$16K	Hold	350	–	–	0.01%	312
2021 Q2	$17K	Hold	350	–	–	0.01%	272
2021 Q1	$18K	Buy	+350	New	+$15.7K	0.01%	267

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lumature Wealth Partners's MO Position: Q2 2023 in Review

Lumature Wealth Partners held its Altria Group (MO) position steady in Q2 2023 at 583 shares worth $26.4K. The position accounts for 0.02% of the portfolio, ranked #259.

Lumature Wealth Partners first reported a position in MO in Q1 2021 and has held it in 10 quarters since. The position peaked at $26.6K in Q4 2022. 1,881 funds tracked by Wall St. Rank hold MO as of Q2 2023.

Lumature Wealth Partners held 583 shares of Altria Group worth $26.4K as of Q2 2023.
Lumature Wealth Partners left its Altria Group share count unchanged in Q2 2023.
Altria Group made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #259 holding.
Lumature Wealth Partners first reported a position in Altria Group in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Altria Group position peaked at $26.6K in Q4 2022.
1,881 funds tracked by Wall St. Rank held Altria Group as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.